Filed May 18, 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 | $95,514 | $67,606+41.3% | $82,313+16.0% | $70,131+36.2% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 15.16% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $446 | $1,755-74.6% | $2,428-81.7% | $2,342-81.0% |
| Participant deferral / active EE | $3,230 | $2,987+8.1% | $3,706-12.9% | $3,332-3.1% |
| Admin fee / account holder | $10,824 | $4,512+139.9% | $5,608+93.0% | $4,645+133.0% |