Filed January 14, 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 | $73,622 | $60,349+22.0% | $74,183-0.8% | $62,891+17.1% |
| Participation rate | 76.1% | 72.7%+3.4pp | 76.6%-0.5pp | 69.3%+6.8pp |
| Annual return | 4.77% | 21.37%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,106 | $1,680-34.2% | $2,370-53.3% | $2,281-51.5% |
| Participant deferral / active EE | $2,885 | $2,856+1.0% | $3,550-18.7% | $3,203-9.9% |
| Admin fee / account holder | $14,272 | $4,261+234.9% | $5,586+155.5% | $4,296+232.2% |