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 | $217,785 | $67,411+223.1% | $91,001+139.3% | $70,131+210.5% |
| Participation rate | 94.9% | 71.4%+23.6pp | 75.6%+19.3pp | 69.5%+25.4pp |
| Annual return | 16.33% | -40.16%+56.5pp | 4.60%+11.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,434 | $1,786+92.3% | $2,456+39.8% | $2,342+46.6% |
| Participant deferral / active EE | $6,519 | $2,823+131.0% | $3,547+83.8% | $3,332+95.7% |
| Admin fee / account holder | $5,275 | $4,236+24.5% | $5,417-2.6% | $4,645+13.6% |