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 | $136,838 | $52,279+161.7% | $89,391+53.1% | $79,858+71.4% |
| Participation rate | 72.3% | 57.5%+14.8pp | 68.0%+4.4pp | 69.6%+2.7pp |
| Annual return | 17.50% | 22.16%-4.7pp | 245.62%-228.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,203 | $1,572+103.8% | $2,586+23.9% | $2,471+29.6% |
| Participant deferral / active EE | $3,203 | $2,740+16.9% | $3,890-17.7% | $3,740-14.4% |
| Admin fee / account holder | $2,408 | $3,356-28.3% | $4,881-50.7% | $5,306-54.6% |