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 | $176,144 | $148,978+18.2% | $200,582-12.2% | $84,808+107.7% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 16.21% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,225 | $4,815-12.2% | $6,419-34.2% | $2,631+60.6% |
| Participant deferral / active EE | $6,149 | $7,142-13.9% | $9,331-34.1% | $4,212+46.0% |
| Admin fee / account holder | $23,193 | $13,977+65.9% | $16,305+42.2% | $7,344+215.8% |