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 | $231,355 | $109,881+110.6% | $150,045+54.2% | $84,808+172.8% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,266 | $3,561-8.3% | $4,693-30.4% | $2,631+24.1% |
| Participant deferral / active EE | $6,609 | $6,636-0.4% | $7,997-17.4% | $4,212+56.9% |
| Admin fee / account holder | $15,725 | $8,568+83.5% | $13,435+17.0% | $7,344+114.1% |