Filed April 5, 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 | $89,272 | $148,978-40.1% | $200,582-55.5% | $84,808+5.3% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 16.25% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,764 | $4,815-42.6% | $6,419-56.9% | $2,631+5.1% |
| Participant deferral / active EE | $6,431 | $7,142-10.0% | $9,331-31.1% | $4,212+52.7% |
| Admin fee / account holder | $22,292 | $13,977+59.5% | $16,305+36.7% | $7,344+203.5% |