Filed May 1, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,272 | $148,978+127.1% | $200,582+68.6% | $84,808+298.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 13.58% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,056 | $4,815-15.8% | $6,419-36.8% | $2,631+54.2% |
| Participant deferral / active EE | $5,002 | $7,142-30.0% | $9,331-46.4% | $4,212+18.8% |
| Admin fee / account holder | $32,466 | $13,977+132.3% | $16,305+99.1% | $7,344+342.1% |