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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,682 | $73,004+192.7% | $90,749+135.5% | $68,494+212.0% |
| Participation rate | 77.5% | 70.8%+6.7pp | 75.7%+1.8pp | 67.9%+9.6pp |
| Annual return | -14.92% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,422 | $2,193+147.2% | $2,921+85.6% | $2,596+108.8% |
| Participant deferral / active EE | $8,252 | $3,627+127.5% | $4,564+80.8% | $4,027+104.9% |
| Admin fee / account holder | $37,601 | $5,896+537.8% | $8,445+345.3% | $5,403+596.0% |