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 | $150,925 | $138,347+9.1% | $184,203-18.1% | $80,856+86.7% |
| Participation rate | 90.2% | 83.9%+6.3pp | 86.8%+3.4pp | 67.6%+22.6pp |
| Annual return | 11.98% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,675 | $4,850-44.8% | $6,427-58.4% | $2,755-2.9% |
| Participant deferral / active EE | $6,259 | $7,071-11.5% | $9,131-31.5% | $4,296+45.7% |
| Admin fee / account holder | $38,062 | $10,483+263.1% | $13,901+173.8% | $6,918+450.2% |