Filed October 30, 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 | $241,160 | $202,318+19.2% | $172,739+39.6% | $152,861+57.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.57% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,028 | $5,856-48.3% | $5,143-41.1% | $4,762-36.4% |
| Participant deferral / active EE | $4,809 | $5,948-19.2% | $5,198-7.5% | $5,850-17.8% |
| Admin fee / account holder | $6,184 | $17,109-63.9% | $13,954-55.7% | $11,596-46.7% |