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 | $107,253 | $123,793-13.4% | $177,821-39.7% | $79,858+34.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.79% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $6,213 | $4,095+51.7% | $5,918+5.0% | $2,471+151.4% |
| Participant deferral / active EE | $7,788 | $5,956+30.8% | $7,714+1.0% | $3,740+108.2% |
| Admin fee / account holder | $12,055 | $7,243+66.4% | $12,427-3.0% | $5,306+127.2% |