Filed April 6, 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 | $22,389 | $73,933-69.7% | $96,683-76.8% | $75,163-70.2% |
| Participation rate | 74.0% | 66.4%+7.6pp | 74.3%-0.4pp | 67.2%+6.8pp |
| Annual return | 25.67% | 26.70%-1.0pp | 35.69%-10.0pp | 160.62%-135.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,146 | $3,659+13.3% | $4,878-15.0% | $4,125+0.5% |
| Admin fee / account holder | $6,802 | $5,216+30.4% | $6,730+1.1% | $5,651+20.4% |