Filed March 10, 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 | $109,546 | $146,267-25.1% | $197,124-44.4% | $82,448+32.9% |
| Participation rate | 78.1% | 84.0%-5.9pp | 86.7%-8.6pp | 68.1%+10.1pp |
| Annual return | 14.46% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,650 | $4,723-65.1% | $6,227-73.5% | $2,551-35.3% |
| Participant deferral / active EE | $3,397 | $7,035-51.7% | $9,135-62.8% | $4,139-17.9% |
| Admin fee / account holder | $3,241 | $14,422-77.5% | $16,298-80.1% | $7,234-55.2% |