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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,026 | $92,985-68.8% | $153,485-81.1% | $80,856-64.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.80% | 19.95%-9.1pp | 15.65%-4.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,002 | $3,507-71.4% | $5,039-80.1% | $2,755-63.6% |
| Participant deferral / active EE | $4,182 | $5,178-19.2% | $6,757-38.1% | $4,296-2.6% |
| Admin fee / account holder | $1,811 | $8,880-79.6% | $12,724-85.8% | $6,918-73.8% |