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 | $203,737 | $71,883+183.4% | $86,677+135.1% | $68,494+197.5% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -16.85% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,814 | $2,173+75.5% | $2,836+34.5% | $2,596+46.9% |
| Participant deferral / active EE | $7,043 | $3,779+86.4% | $4,656+51.3% | $4,027+74.9% |
| Admin fee / account holder | $3,954 | $6,112-35.3% | $7,493-47.2% | $5,403-26.8% |