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 | $160,682 | $118,680+35.4% | $98,907+62.5% | $158,922+1.1% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 14.47% | 372.35%-357.9pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $5,244 | $3,333+57.3% | $2,689+95.0% | $4,761+10.1% |
| Participant deferral / active EE | $13,109 | $5,088+157.7% | $4,244+208.9% | $5,982+119.1% |
| Admin fee / account holder | $2,198 | $10,131-78.3% | $6,642-66.9% | $11,246-80.5% |