Filed December 30, 2000 (most recent of 3 filings on file)
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 3-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 | $160,457 | $214,378-25.2% | $200,582-20.0% | $142,382+12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.49% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,676 | $6,841-31.6% | $6,419-27.1% | $4,299+8.8% |
| Participant deferral / active EE | $8,724 | $9,865-11.6% | $9,331-6.5% | $6,507+34.1% |
| Admin fee / account holder | $75,335 | $17,692+325.8% | $16,305+362.0% | $12,624+496.8% |