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 | $123,610 | $57,281+115.8% | $86,612+42.7% | $75,163+64.5% |
| Participation rate | 94.7% | 63.2%+31.5pp | 71.7%+23.0pp | 67.2%+27.5pp |
| Annual return | 17.77% | 2670.75%-2653.0pp | 591.07%-573.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $11,126 | $2,314+380.7% | $3,022+268.1% | $2,670+316.7% |
| Participant deferral / active EE | $11,486 | $3,318+246.2% | $4,438+158.8% | $4,125+178.4% |
| Admin fee / account holder | $26,316 | $4,112+540.0% | $5,614+368.7% | $5,651+365.7% |