Filed May 18, 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 | $129,051 | $80,968+59.4% | $96,544+33.7% | $75,163+71.7% |
| Participation rate | 78.4% | 71.8%+6.6pp | 76.0%+2.4pp | 67.2%+11.2pp |
| Annual return | 16.60% | 27.06%-10.5pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $599 | $2,282-73.8% | $2,965-79.8% | $2,670-77.6% |
| Participant deferral / active EE | $5,443 | $3,928+38.6% | $4,851+12.2% | $4,125+32.0% |
| Admin fee / account holder | $25,466 | $6,724+278.7% | $8,252+208.6% | $5,651+350.7% |