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 | $221,870 | $78,422+182.9% | $95,952+131.2% | $79,858+177.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.66% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,520 | $1,945+29.6% | $2,541-0.8% | $2,471+2.0% |
| Participant deferral / active EE | $5,390 | $3,440+56.7% | $4,167+29.4% | $3,740+44.1% |
| Admin fee / account holder | $1,069 | $5,622-81.0% | $6,795-84.3% | $5,306-79.9% |