Filed August 29, 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 | $59,251 | $78,422-24.4% | $95,952-38.2% | $79,858-25.8% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.7pp |
| Annual return | 13.41% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,370 | $1,945+21.8% | $2,541-6.7% | $2,471-4.1% |
| Participant deferral / active EE | $4,650 | $3,440+35.2% | $4,167+11.6% | $3,740+24.3% |
| Admin fee / account holder | $5,257 | $5,622-6.5% | $6,795-22.6% | $5,306-0.9% |