Filed January 18, 2001
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.
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.
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 | $9,183 | $153,772-94.0% | $133,980-93.1% | $273,961-96.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 1.81% | 36.51%-34.7pp | 29.30%-27.5pp | 41.45%-39.6pp |
| Employer contribution / active EE | $803 | $6,029-86.7% | $5,211-84.6% | $4,869-83.5% |
| Participant deferral / active EE | $1,693 | $6,958-75.7% | $6,282-73.0% | $5,287-68.0% |
| Admin fee / account holder | $24,784 | $11,765+110.7% | $9,324+165.8% | $10,132+144.6% |