Filed December 4, 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 | $24,378 | $88,042-72.3% | $138,135-82.4% | $79,858-69.5% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.7%+1.3pp | 69.6%+10.4pp |
| Annual return | 18.68% | 20.58%-1.9pp | 20.51%-1.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $196 | $3,103-93.7% | $5,587-96.5% | $2,471-92.0% |
| Participant deferral / active EE | $3,134 | $4,704-33.4% | $6,431-51.3% | $3,740-16.2% |
| Admin fee / account holder | $632 | $7,791-91.9% | $11,856-94.7% | $5,306-88.1% |