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 | $135,490 | $118,849+14.0% | $96,562+40.3% | $167,490-19.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 13.50% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,214 | $3,120-61.1% | $2,356-48.5% | $4,837-74.9% |
| Participant deferral / active EE | $2,332 | $4,616-49.5% | $3,849-39.4% | $6,341-63.2% |
| Admin fee / account holder | $1,696 | $8,065-79.0% | $6,181-72.6% | $12,309-86.2% |