Filed April 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 | $70,368 | $109,413-35.7% | $156,263-55.0% | $84,808-17.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.42% | 20.18%-5.8pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $834 | $2,907-71.3% | $4,333-80.7% | $2,631-68.3% |
| Participant deferral / active EE | $3,307 | $4,590-27.9% | $6,158-46.3% | $4,212-21.5% |
| Admin fee / account holder | $814 | $9,357-91.3% | $14,255-94.3% | $7,344-88.9% |