Filed February 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.
Participant 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 | $41,441 | $123,793-66.5% | $177,821-76.7% | $79,858-48.1% |
| Participation rate | 85.4% | 84.7%+0.7pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 12.86% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,885 | $4,095-54.0% | $5,918-68.2% | $2,471-23.7% |
| Participant deferral / active EE | $2,616 | $5,956-56.1% | $7,714-66.1% | $3,740-30.1% |
| Admin fee / account holder | $4,167 | $7,243-42.5% | $12,427-66.5% | $5,306-21.5% |