Filed October 18, 2000
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 | $119,090 | $87,841+35.6% | $133,980-11.1% | $62,891+89.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.55% | 12.05%-4.5pp | 29.30%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,422 | $3,483+27.0% | $5,211-15.1% | $2,281+93.9% |
| Participant deferral / active EE | $5,860 | $4,812+21.8% | $6,282-6.7% | $3,203+82.9% |
| Admin fee / account holder | $3,840 | $5,371-28.5% | $9,324-58.8% | $4,296-10.6% |