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 | $187,002 | $125,758+48.7% | $169,993+10.0% | $75,163+148.8% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 15.66% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,438 | $4,615-68.8% | $6,785-78.8% | $2,670-46.1% |
| Participant deferral / active EE | $7,672 | $6,837+12.2% | $10,408-26.3% | $4,125+86.0% |
| Admin fee / account holder | $1,365 | $8,173-83.3% | $12,815-89.3% | $5,651-75.8% |