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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,742 | $110,094+37.8% | $151,611+0.1% | $68,494+121.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -19.69% | -10.12%-9.6pp | 3.33%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,228 | $4,471-72.5% | $6,166-80.1% | $2,596-52.7% |
| Participant deferral / active EE | $6,493 | $6,527-0.5% | $8,363-22.4% | $4,027+61.2% |
| Admin fee / account holder | $11,081 | $7,719+43.6% | $11,616-4.6% | $5,403+105.1% |