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 | $169,776 | $71,883+136.2% | $86,677+95.9% | $68,494+147.9% |
| Participation rate | 81.6% | 72.2%+9.3pp | 76.6%+5.0pp | 67.9%+13.7pp |
| Annual return | -17.04% | 3.52%-20.6pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,717 | $2,173+71.1% | $2,836+31.0% | $2,596+43.2% |
| Participant deferral / active EE | $8,948 | $3,779+136.8% | $4,656+92.2% | $4,027+122.2% |
| Admin fee / account holder | $4,540 | $6,112-25.7% | $7,493-39.4% | $5,403-16.0% |