Filed January 12, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,560 | $41,078+69.3% | $80,569-13.7% | $71,457-2.7% |
| Participation rate | 83.2% | 50.2%+33.0pp | 67.0%+16.2pp | 67.9%+15.3pp |
| Annual return | 15.36% | 38.45%-23.1pp | 935.43%-920.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $741 | $1,506-50.8% | $2,723-72.8% | $2,588-71.4% |
| Participant deferral / active EE | $3,516 | $2,699+30.3% | $4,447-20.9% | $4,289-18.0% |
| Admin fee / account holder | $341 | $1,840-81.5% | $5,377-93.7% | $1,587-78.5% |