Filed June 1, 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 | $175,183 | $78,422+123.4% | $95,952+82.6% | $79,858+119.4% |
| Participation rate | 74.4% | 73.5%+0.9pp | 77.1%-2.7pp | 69.6%+4.7pp |
| Annual return | 13.74% | 19.37%-5.6pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,457 | $1,945+26.3% | $2,541-3.3% | $2,471-0.6% |
| Participant deferral / active EE | $6,604 | $3,440+92.0% | $4,167+58.5% | $3,740+76.6% |
| Admin fee / account holder | $13,492 | $5,622+140.0% | $6,795+98.5% | $5,306+154.3% |