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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,455 | $137,414-73.5% | $189,513-80.8% | $85,850-57.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 87.8%-12.8pp | 69.3%+5.7pp |
| Annual return | 11.01% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,511 | $4,344-65.2% | $6,162-75.5% | $2,565-41.1% |
| Participant deferral / active EE | $2,247 | $6,260-64.1% | $8,221-72.7% | $3,952-43.1% |
| Admin fee / account holder | $3,901 | $8,630-54.8% | $12,045-67.6% | $6,260-37.7% |