Filed December 19, 2000 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,471 | $123,793-46.3% | $177,821-62.6% | $79,858-16.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.40% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,702 | $4,095-58.4% | $5,918-71.2% | $2,471-31.1% |
| Participant deferral / active EE | $4,833 | $5,956-18.9% | $7,714-37.3% | $3,740+29.2% |
| Admin fee / account holder | $380 | $7,243-94.7% | $12,427-96.9% | $5,306-92.8% |