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 | $148,978-26.5% | $200,582-45.4% | $84,808+29.2% |
| Participation rate | 78.1% | 84.2%-6.1pp | 86.9%-8.8pp | 68.3%+9.8pp |
| Annual return | 14.46% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,650 | $4,815-65.7% | $6,419-74.3% | $2,631-37.3% |
| Participant deferral / active EE | $3,397 | $7,142-52.4% | $9,331-63.6% | $4,212-19.3% |
| Admin fee / account holder | $3,241 | $13,977-76.8% | $16,305-80.1% | $7,344-55.9% |