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 | $196,798 | $72,492+171.5% | $87,100+125.9% | $72,985+169.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.37% | 24.46%-4.1pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,488 | $1,894+31.4% | $2,521-1.3% | $2,440+2.0% |
| Participant deferral / active EE | $4,936 | $3,270+51.0% | $4,049+21.9% | $3,607+36.8% |
| Admin fee / account holder | $8,169 | $5,055+61.6% | $7,497+9.0% | $5,124+59.4% |