Filed October 25, 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 | $155,597 | $54,380+186.1% | $68,509+127.1% | $59,632+160.9% |
| Participation rate | 98.5% | 70.2%+28.3pp | 74.7%+23.7pp | 68.7%+29.8pp |
| Annual return | 0.33% | 2.83%-2.5pp | 8.27%-7.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $3,157 | $1,539+105.2% | $2,278+38.6% | $2,203+43.3% |
| Participant deferral / active EE | $5,781 | $2,643+118.7% | $3,382+70.9% | $3,192+81.1% |
| Admin fee / account holder | $2,402 | $3,885-38.2% | $5,275-54.5% | $4,297-44.1% |