Filed November 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,184 | $94,529-12.0% | $140,016-40.6% | $64,186+29.6% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -3.65% | 7.77%-11.4pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,969 | $3,812+30.3% | $5,606-11.4% | $2,381+108.7% |
| Participant deferral / active EE | $6,114 | $5,250+16.5% | $6,927-11.7% | $3,470+76.2% |
| Admin fee / account holder | $17,529 | $6,741+160.0% | $10,705+63.7% | $4,888+258.6% |