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 | $255,343 | $79,944+219.4% | $98,439+159.4% | $75,163+239.7% |
| Participation rate | 71.1% | 70.4%+0.7pp | 75.2%-4.1pp | 67.2%+3.9pp |
| Annual return | 15.37% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $6,054 | $2,264+167.4% | $3,048+98.6% | $2,670+126.8% |
| Participant deferral / active EE | $9,767 | $3,752+160.3% | $4,738+106.1% | $4,125+136.8% |
| Admin fee / account holder | $3,000 | $6,840-56.1% | $8,948-66.5% | $5,651-46.9% |