Filed December 19, 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 | $194,049 | $109,359+77.4% | $162,163+19.7% | $72,985+165.9% |
| Participation rate | 90.3% | 84.3%+6.1pp | 87.6%+2.8pp | 69.5%+20.8pp |
| Annual return | 21.85% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $8,684 | $3,907+122.3% | $5,614+54.7% | $2,440+255.9% |
| Participant deferral / active EE | $5,254 | $5,481-4.1% | $7,298-28.0% | $3,607+45.6% |
| Admin fee / account holder | $3,155 | $7,972-60.4% | $10,843-70.9% | $5,124-38.4% |