Filed May 30, 2000
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 | $87,931 | $42,383+107.5% | $76,523+14.9% | $64,186+37.0% |
| Participation rate | 70.8% | 58.1%+12.7pp | 68.0%+2.8pp | 69.6%+1.3pp |
| Annual return | -4.84% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,933 | $1,563+87.6% | $2,647+10.8% | $2,381+23.2% |
| Participant deferral / active EE | $2,933 | $2,566+14.3% | $3,835-23.5% | $3,470-15.5% |
| Admin fee / account holder | $1,077 | $3,198-66.3% | $4,848-77.8% | $4,888-78.0% |