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 | $148,598 | $93,571+58.8% | $135,903+9.3% | $75,163+97.7% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 23.58% | 30.90%-7.3pp | 68.23%-44.7pp | 160.62%-137.0pp |
| Employer contribution / active EE | $3,195 | $3,537-9.7% | $4,856-34.2% | $2,670+19.7% |
| Participant deferral / active EE | $5,843 | $6,404-8.8% | $7,758-24.7% | $4,125+41.7% |
| Admin fee / account holder | $1,032 | $6,975-85.2% | $10,762-90.4% | $5,651-81.7% |