Filed February 11, 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 | $122,985 | $82,032+49.9% | $123,104-0.1% | $59,632+106.2% |
| Participation rate | 91.2% | 83.2%+8.0pp | 86.8%+4.4pp | 68.7%+22.5pp |
| Annual return | 8.18% | 5.12%+3.1pp | 13.22%-5.0pp | 2041.28%-2033.1pp |
| Employer contribution / active EE | $3,309 | $3,297+0.4% | $5,151-35.8% | $2,203+50.2% |
| Participant deferral / active EE | $3,439 | $4,667-26.3% | $6,230-44.8% | $3,192+7.8% |
| Admin fee / account holder | $2,536 | $5,881-56.9% | $9,015-71.9% | $4,297-41.0% |