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 | $208,532 | $80,968+157.5% | $96,544+116.0% | $75,163+177.4% |
| Participation rate | 77.5% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.3pp |
| Annual return | 18.63% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,729 | $2,282+63.4% | $2,965+25.8% | $2,670+39.7% |
| Participant deferral / active EE | $9,373 | $3,928+138.6% | $4,851+93.2% | $4,125+127.2% |
| Admin fee / account holder | $11,524 | $6,724+71.4% | $8,252+39.6% | $5,651+103.9% |