Filed September 19, 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 | $97,129 | $109,413-11.2% | $156,263-37.8% | $84,808+14.5% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 16.02% | 20.18%-4.2pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,822 | $2,907-2.9% | $4,333-34.9% | $2,631+7.3% |
| Participant deferral / active EE | $7,490 | $4,590+63.2% | $6,158+21.6% | $4,212+77.8% |
| Admin fee / account holder | $1,759 | $9,357-81.2% | $14,255-87.7% | $7,344-76.0% |