Filed December 29, 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 | $89,509 | $99,985-10.5% | $146,665-39.0% | $85,850+4.3% |
| Participation rate | 97.2% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+27.9pp |
| Annual return | 14.05% | 18.93%-4.9pp | 22.74%-8.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,432 | $2,559+34.1% | $4,136-17.0% | $2,565+33.8% |
| Participant deferral / active EE | $6,984 | $4,006+74.4% | $5,506+26.8% | $3,952+76.7% |
| Admin fee / account holder | $1,468 | $7,702-80.9% | $10,280-85.7% | $6,260-76.6% |