Filed January 4, 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 | $156,669 | $62,586+150.3% | $76,768+104.1% | $64,186+144.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.80% | -1.95%-4.9pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,488 | $1,832+35.8% | $2,485+0.1% | $2,381+4.5% |
| Participant deferral / active EE | $4,744 | $3,145+50.9% | $3,852+23.2% | $3,470+36.7% |
| Admin fee / account holder | $18,251 | $4,667+291.1% | $6,675+173.4% | $4,888+273.4% |