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 | $132,512 | $138,347-4.2% | $184,203-28.1% | $80,856+63.9% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 13.35% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $8,043 | $4,850+65.8% | $6,427+25.1% | $2,755+192.0% |
| Participant deferral / active EE | $9,271 | $7,071+31.1% | $9,131+1.5% | $4,296+115.8% |
| Admin fee / account holder | $33,902 | $10,483+223.4% | $13,901+143.9% | $6,918+390.1% |