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 | $305,272 | $65,041+369.4% | $90,951+235.6% | $79,858+282.3% |
| Participation rate | 73.5% | 61.6%+11.9pp | 69.0%+4.5pp | 69.6%+3.9pp |
| Annual return | 16.98% | 30.45%-13.5pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,849 | $1,247+288.8% | $2,122+128.5% | $2,471+96.2% |
| Participant deferral / active EE | $7,283 | $2,512+189.9% | $3,373+115.9% | $3,740+94.7% |
| Admin fee / account holder | $1,209 | $4,536-73.4% | $5,959-79.7% | $5,306-77.2% |