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 | $151,139 | $109,359+38.2% | $162,163-6.8% | $72,985+107.1% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+28.0pp |
| Annual return | 24.24% | 25.46%-1.2pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $4,541 | $3,907+16.2% | $5,614-19.1% | $2,440+86.1% |
| Participant deferral / active EE | $5,761 | $5,481+5.1% | $7,298-21.1% | $3,607+59.7% |
| Admin fee / account holder | $9,740 | $7,972+22.2% | $10,843-10.2% | $5,124+90.1% |