Filed February 11, 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 | $86,116 | $127,065-32.2% | $113,168-23.9% | $142,382-39.5% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 15.17% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,962 | $3,442-43.0% | $2,975-34.1% | $4,299-54.4% |
| Participant deferral / active EE | $5,372 | $5,716-6.0% | $5,107+5.2% | $6,507-17.4% |
| Admin fee / account holder | $1,176 | $15,736-92.5% | $12,068-90.3% | $12,624-90.7% |