Filed January 11, 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 | $45,861 | $209,411-78.1% | $178,490-74.3% | $158,922-71.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.68% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,591 | $5,706-37.1% | $5,011-28.3% | $4,761-24.6% |
| Participant deferral / active EE | $4,919 | $5,954-17.4% | $5,202-5.4% | $5,982-17.8% |
| Admin fee / account holder | $11,731 | $17,074-31.3% | $13,984-16.1% | $11,246+4.3% |