Filed August 18, 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 | $128,543 | $98,750+30.2% | $149,696-14.1% | $79,858+61.0% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 18.76% | 27.43%-8.7pp | 276.60%-257.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,588 | $3,216-19.5% | $4,644-44.3% | $2,471+4.8% |
| Participant deferral / active EE | $4,153 | $5,680-26.9% | $6,842-39.3% | $3,740+11.1% |
| Admin fee / account holder | $7,807 | $6,053+29.0% | $9,309-16.1% | $5,306+47.1% |