Filed December 12, 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 | $190,329 | $109,413+74.0% | $156,263+21.8% | $84,808+124.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.15% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,571 | $2,907-11.6% | $4,333-40.7% | $2,631-2.3% |
| Participant deferral / active EE | $6,397 | $4,590+39.4% | $6,158+3.9% | $4,212+51.9% |
| Admin fee / account holder | $8,595 | $9,357-8.1% | $14,255-39.7% | $7,344+17.0% |