Filed October 26, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $180,554 | $123,793+45.9% | $177,821+1.5% | $79,858+126.1% |
| Participation rate | 82.4% | 84.7%-2.3pp | 87.7%-5.4pp | 69.6%+12.7pp |
| Annual return | 19.32% | 22.82%-3.5pp | 48.32%-29.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,148 | $4,095-72.0% | $5,918-80.6% | $2,471-53.5% |
| Participant deferral / active EE | $6,551 | $5,956+10.0% | $7,714-15.1% | $3,740+75.2% |
| Admin fee / account holder | $15,355 | $7,243+112.0% | $12,427+23.6% | $5,306+189.4% |