Filed December 21, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,093 | $146,267+200.2% | $197,124+122.7% | $82,448+432.6% |
| Participation rate | 96.0% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+27.9pp |
| Annual return | 16.96% | 29.61%-12.6pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $9,225 | $4,723+95.3% | $6,227+48.1% | $2,551+261.6% |
| Participant deferral / active EE | $14,323 | $7,035+103.6% | $9,135+56.8% | $4,139+246.0% |
| Admin fee / account holder | $60,150 | $14,422+317.1% | $16,298+269.1% | $7,234+731.5% |