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 | $148,360 | $110,094+34.8% | $151,611-2.1% | $68,494+116.6% |
| Participation rate | 89.1% | 84.0%+5.2pp | 87.5%+1.6pp | 67.9%+21.2pp |
| Annual return | -12.55% | -10.12%-2.4pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $6,209 | $4,471+38.9% | $6,166+0.7% | $2,596+139.1% |
| Participant deferral / active EE | $6,724 | $6,527+3.0% | $8,363-19.6% | $4,027+67.0% |
| Admin fee / account holder | $15,393 | $7,719+99.4% | $11,616+32.5% | $5,403+184.9% |