Filed March 31, 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 | $79,142 | $176,377-55.1% | $134,143-41.0% | $158,922-50.2% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+9.0pp |
| Annual return | 11.76% | 63.63%-51.9pp | 36.33%-24.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,862 | $4,091-5.6% | $3,499+10.4% | $5,982-35.4% |
| Admin fee / account holder | $7,443 | $8,718-14.6% | $6,684+11.4% | $11,246-33.8% |