Filed January 28, 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 | $53,082 | $137,414-61.4% | $189,513-72.0% | $85,850-38.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.64% | 38.14%-22.5pp | 555.15%-539.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,257 | $4,344-25.0% | $6,162-47.1% | $2,565+27.0% |
| Participant deferral / active EE | $5,226 | $6,260-16.5% | $8,221-36.4% | $3,952+32.2% |
| Admin fee / account holder | $5,496 | $8,630-36.3% | $12,045-54.4% | $6,260-12.2% |