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 | $198,851 | $61,660+222.5% | $80,019+148.5% | $64,186+209.8% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.8%+17.4pp | 69.6%+23.7pp |
| Annual return | -6.27% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,645 | $1,810+46.1% | $2,468+7.2% | $2,381+11.1% |
| Participant deferral / active EE | $6,500 | $2,968+119.0% | $3,686+76.3% | $3,470+87.3% |
| Admin fee / account holder | $10,618 | $5,417+96.0% | $6,521+62.8% | $4,888+117.2% |