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 | $138,004 | $125,758+9.7% | $169,993-18.8% | $75,163+83.6% |
| Participation rate | 98.3% | 83.6%+14.7pp | 87.0%+11.3pp | 67.2%+31.1pp |
| Annual return | 14.13% | 27.20%-13.1pp | 53.37%-39.2pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,823 | $4,615+4.5% | $6,785-28.9% | $2,670+80.6% |
| Participant deferral / active EE | $7,001 | $6,837+2.4% | $10,408-32.7% | $4,125+69.7% |
| Admin fee / account holder | $5,829 | $8,173-28.7% | $12,815-54.5% | $5,651+3.2% |