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 | $160,349 | $109,359+46.6% | $162,163-1.1% | $72,985+119.7% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 17.74% | 25.46%-7.7pp | 115.59%-97.8pp | 81.00%-63.3pp |
| Employer contribution / active EE | $5,097 | $3,907+30.5% | $5,614-9.2% | $2,440+108.9% |
| Participant deferral / active EE | $4,203 | $5,481-23.3% | $7,298-42.4% | $3,607+16.5% |
| Admin fee / account holder | $15,625 | $7,972+96.0% | $10,843+44.1% | $5,124+204.9% |