Filed October 18, 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 9-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 | $55,782 | $48,076+16.0% | $78,689-29.1% | $62,891-11.3% |
| Participation rate | 95.0% | 65.2%+29.8pp | 73.6%+21.4pp | 69.3%+25.7pp |
| Annual return | 4.63% | 31.35%-26.7pp | 62.18%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,440 | $2,015-28.5% | $2,851-49.5% | $2,281-36.9% |
| Participant deferral / active EE | $2,317 | $2,588-10.5% | $3,517-34.1% | $3,203-27.7% |
| Admin fee / account holder | $18,070 | $3,207+463.4% | $4,510+300.6% | $4,296+320.7% |