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 | $148,038 | $100,041+48.0% | $149,718-1.1% | $70,131+111.1% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 14.54% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,418 | $3,662-6.7% | $5,445-37.2% | $2,342+45.9% |
| Participant deferral / active EE | $3,638 | $4,983-27.0% | $6,569-44.6% | $3,332+9.2% |
| Admin fee / account holder | $5,427 | $8,286-34.5% | $11,283-51.9% | $4,645+16.8% |