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 | $205,684 | $102,317+101.0% | $146,958+40.0% | $80,856+154.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 15.91% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,163 | $3,713-14.8% | $4,933-35.9% | $2,755+14.8% |
| Participant deferral / active EE | $5,880 | $6,644-11.5% | $8,070-27.1% | $4,296+36.9% |
| Admin fee / account holder | $1,266 | $7,941-84.1% | $12,998-90.3% | $6,918-81.7% |