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 | $72,356 | $78,705-8.1% | $117,854-38.6% | $70,131+3.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.32% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $701 | $2,223-68.5% | $3,786-81.5% | $2,342-70.1% |
| Participant deferral / active EE | $3,388 | $3,297+2.7% | $4,482-24.4% | $3,332+1.7% |
| Admin fee / account holder | $2,537 | $5,065-49.9% | $8,020-68.4% | $4,645-45.4% |