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 | $107,275 | $48,046+123.3% | $84,611+26.8% | $72,985+47.0% |
| Participation rate | 71.2% | 57.6%+13.6pp | 68.2%+2.9pp | 69.5%+1.7pp |
| Annual return | 24.09% | 37.38%-13.3pp | 258.74%-234.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,985 | $1,602+86.3% | $2,652+12.5% | $2,440+22.3% |
| Participant deferral / active EE | $2,985 | $2,680+11.4% | $3,899-23.4% | $3,607-17.3% |
| Admin fee / account holder | $1,486 | $3,395-56.2% | $4,912-69.8% | $5,124-71.0% |