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 | $140,691 | $94,529+48.8% | $140,016+0.5% | $64,186+119.2% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -3.03% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,136 | $3,812-44.0% | $5,606-61.9% | $2,381-10.3% |
| Participant deferral / active EE | $5,022 | $5,250-4.3% | $6,927-27.5% | $3,470+44.8% |
| Admin fee / account holder | $3,521 | $6,741-47.8% | $10,705-67.1% | $4,888-28.0% |