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 | $407,396 | $94,625+330.5% | $116,228+250.5% | $84,808+380.4% |
| Participation rate | 71.8% | 70.4%+1.3pp | 74.6%-2.8pp | 68.3%+3.5pp |
| Annual return | 18.26% | 20.40%-2.1pp | 90.06%-71.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,095 | $2,347+159.8% | $2,994+103.6% | $2,631+131.7% |
| Participant deferral / active EE | $8,636 | $3,972+117.4% | $4,953+74.3% | $4,212+105.0% |
| Admin fee / account holder | $6,218 | $10,091-38.4% | $11,989-48.1% | $7,344-15.3% |