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 | $23,526 | $86,891-72.9% | $142,449-83.5% | $75,163-68.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 17.46% | 23.31%-5.8pp | 19.99%-2.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $703 | $3,355-79.0% | $4,847-85.5% | $2,670-73.7% |
| Participant deferral / active EE | $3,382 | $4,938-31.5% | $6,283-46.2% | $4,125-18.0% |
| Admin fee / account holder | $754 | $7,299-89.7% | $10,011-92.5% | $5,651-86.7% |