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 | $157,901 | $54,705+188.6% | $71,209+121.7% | $84,808+86.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.81% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $12,314 | $2,158+470.7% | $2,721+352.6% | $2,631+368.0% |
| Participant deferral / active EE | $13,438 | $3,030+343.4% | $4,175+221.9% | $4,212+219.1% |
| Admin fee / account holder | $33,396 | $4,863+586.7% | $5,349+524.4% | $7,344+354.8% |