Filed August 31, 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 | $73,827 | $91,190-19.0% | $178,490-58.6% | $79,858-7.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.16% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,803 | $3,256+16.8% | $5,011-24.1% | $2,471+53.9% |
| Participant deferral / active EE | $3,732 | $3,236+15.3% | $5,202-28.3% | $3,740-0.2% |
| Admin fee / account holder | $998 | $6,751-85.2% | $13,984-92.9% | $5,306-81.2% |