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 | $133,191 | $116,175+14.6% | $93,606+42.3% | $152,861-12.9% |
| Participation rate | 95.8% | 78.0%+17.8pp | 75.8%+20.0pp | 82.4%+13.4pp |
| Annual return | 20.48% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,949 | $3,218+53.8% | $2,718+82.1% | $4,762+3.9% |
| Participant deferral / active EE | $11,689 | $4,603+153.9% | $4,069+187.3% | $5,850+99.8% |
| Admin fee / account holder | $9,355 | $10,748-13.0% | $7,888+18.6% | $11,596-19.3% |