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 | $177,855 | $58,828+202.3% | $77,999+128.0% | $62,891+182.8% |
| Participation rate | 96.7% | 71.1%+25.7pp | 75.5%+21.2pp | 69.3%+27.4pp |
| Annual return | 8.45% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,139 | $1,672+147.6% | $2,470+67.6% | $2,281+81.5% |
| Participant deferral / active EE | $6,059 | $2,686+125.6% | $3,497+73.3% | $3,203+89.2% |
| Admin fee / account holder | $6,013 | $4,393+36.9% | $5,480+9.7% | $4,296+40.0% |