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 | $139,057 | $45,863+203.2% | $77,024+80.5% | $68,494+103.0% |
| Participation rate | 81.8% | 55.9%+25.9pp | 67.9%+13.9pp | 67.9%+13.9pp |
| Annual return | -13.44% | 1.72%-15.2pp | 42.32%-55.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,318 | $1,650+161.8% | $2,812+53.5% | $2,596+66.3% |
| Participant deferral / active EE | $4,318 | $2,962+45.8% | $4,426-2.4% | $4,027+7.2% |
| Admin fee / account holder | $2,894 | $3,041-4.8% | $5,425-46.7% | $5,403-46.4% |