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 | $200,562 | $86,286+132.4% | $111,297+80.2% | $85,850+133.6% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 13.92% | 19.99%-6.1pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,464 | $2,043+69.5% | $2,731+26.8% | $2,565+35.0% |
| Participant deferral / active EE | $8,741 | $3,641+140.1% | $4,487+94.8% | $3,952+121.2% |
| Admin fee / account holder | $15,442 | $8,188+88.6% | $7,964+93.9% | $6,260+146.7% |