Filed April 26, 2000 (most recent of 2 filings on file)
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 | $107,102 | $61,660+73.7% | $80,019+33.8% | $64,186+66.9% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | -5.41% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,554 | $1,810+151.5% | $2,468+84.5% | $2,381+91.3% |
| Participant deferral / active EE | $9,677 | $2,968+226.1% | $3,686+162.6% | $3,470+178.9% |
| Admin fee / account holder | $9,438 | $5,417+74.2% | $6,521+44.7% | $4,888+93.1% |