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 | $97,280 | $62,586+55.4% | $76,768+26.7% | $64,186+51.6% |
| Participation rate | 83.8% | 72.8%+11.0pp | 77.0%+6.8pp | 69.6%+14.2pp |
| Annual return | -6.79% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $481 | $1,832-73.8% | $2,485-80.7% | $2,381-79.8% |
| Participant deferral / active EE | $3,533 | $3,145+12.3% | $3,852-8.3% | $3,470+1.8% |
| Admin fee / account holder | $2,622 | $4,667-43.8% | $6,675-60.7% | $4,888-46.4% |