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 | $168,476 | $73,004+130.8% | $90,749+85.6% | $68,494+146.0% |
| Participation rate | 84.0% | 70.8%+13.2pp | 75.7%+8.3pp | 67.9%+16.1pp |
| Annual return | -14.95% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,543 | $2,193+107.2% | $2,921+55.5% | $2,596+75.0% |
| Participant deferral / active EE | $13,331 | $3,627+267.6% | $4,564+192.1% | $4,027+231.0% |
| Admin fee / account holder | $9,669 | $5,896+64.0% | $8,445+14.5% | $5,403+79.0% |