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 | $33,976 | $81,460-58.3% | $103,333-67.1% | $80,856-58.0% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 14.50% | 25.55%-11.0pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,142 | $3,869+58.8% | $5,057+21.4% | $4,296+43.0% |
| Admin fee / account holder | $2,760 | $6,566-58.0% | $8,355-67.0% | $6,918-60.1% |