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 | $209,962 | $79,944+162.6% | $98,439+113.3% | $75,163+179.3% |
| Participation rate | 74.1% | 70.4%+3.7pp | 75.2%-1.1pp | 67.2%+6.9pp |
| Annual return | 13.13% | 19.75%-6.6pp | 21.16%-8.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $4,555 | $2,264+101.2% | $3,048+49.5% | $2,670+70.6% |
| Participant deferral / active EE | $14,908 | $3,752+297.3% | $4,738+214.7% | $4,125+261.4% |
| Admin fee / account holder | $11,618 | $6,840+69.9% | $8,948+29.8% | $5,651+105.6% |