Filed January 10, 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 | $109,236 | $54,762+99.5% | $90,281+21.0% | $72,985+49.7% |
| Participation rate | 98.3% | 65.1%+33.2pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | 30.70% | 30.63%+0.1pp | 78.10%-47.4pp | 81.00%-50.3pp |
| Employer contribution / active EE | $8,942 | $2,092+327.4% | $2,854+213.3% | $2,440+266.5% |
| Participant deferral / active EE | $11,097 | $2,887+284.4% | $3,885+185.6% | $3,607+207.6% |
| Admin fee / account holder | $17,095 | $3,972+330.4% | $5,351+219.5% | $5,124+233.6% |