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 | $249,310 | $95,803+160.2% | $113,168+120.3% | $84,808+194.0% |
| Participation rate | 97.2% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 13.80% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,104 | $2,360+158.6% | $2,975+105.2% | $2,631+132.0% |
| Participant deferral / active EE | $7,212 | $4,242+70.0% | $5,107+41.2% | $4,212+71.2% |
| Admin fee / account holder | $15,141 | $8,989+68.4% | $12,068+25.5% | $7,344+106.2% |