Filed October 11, 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 | $123,373 | $72,277+70.7% | $101,248+21.9% | $79,858+54.5% |
| Participation rate | 80.4% | 68.5%+11.9pp | 75.8%+4.5pp | 69.6%+10.7pp |
| Annual return | 11.44% | 22.30%-10.9pp | 46.47%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,393 | $2,692+26.0% | $3,660-7.3% | $2,471+37.3% |
| Participant deferral / active EE | $6,621 | $3,282+101.7% | $4,370+51.5% | $3,740+77.0% |
| Admin fee / account holder | $17,965 | $4,400+308.3% | $5,945+202.2% | $5,306+238.6% |