Filed June 5, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,140 | $58,512+360.0% | $84,015+220.3% | $72,985+268.8% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 19.09% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $6,547 | $1,163+462.9% | $1,983+230.1% | $2,440+168.3% |
| Participant deferral / active EE | $9,960 | $2,394+316.1% | $3,239+207.5% | $3,607+176.1% |
| Admin fee / account holder | $33,505 | $4,569+633.3% | $6,101+449.2% | $5,124+553.8% |