Filed January 1, 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 | $91,506 | $106,890-14.4% | $84,015+8.9% | $152,861-40.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.76% | 104.99%-87.2pp | 71.31%-53.5pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,350 | $2,734-50.6% | $1,983-32.0% | $4,762-71.7% |
| Participant deferral / active EE | $1,403 | $4,011-65.0% | $3,239-56.7% | $5,850-76.0% |
| Admin fee / account holder | $32,333 | $8,285+290.2% | $6,101+430.0% | $11,596+178.8% |