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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,706 | $133,922+123.0% | $116,228+157.0% | $142,382+109.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 11.37% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,399 | $3,446+27.7% | $2,994+46.9% | $4,299+2.3% |
| Participant deferral / active EE | $13,572 | $5,672+139.3% | $4,953+174.0% | $6,507+108.6% |
| Admin fee / account holder | $26,457 | $14,945+77.0% | $11,989+120.7% | $12,624+109.6% |