Filed September 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 | $163,873 | $72,277+126.7% | $101,248+61.9% | $79,858+105.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,912 | $2,692-29.0% | $3,660-47.8% | $2,471-22.6% |
| Participant deferral / active EE | $6,215 | $3,282+89.4% | $4,370+42.2% | $3,740+66.2% |
| Admin fee / account holder | $753 | $4,400-82.9% | $5,945-87.3% | $5,306-85.8% |