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 | $115,631 | $86,929+33.0% | $102,423+12.9% | $80,856+43.0% |
| Participation rate | 79.5% | 72.4%+7.1pp | 76.5%+3.0pp | 67.6%+11.8pp |
| Annual return | 11.99% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $507 | $2,369-78.6% | $3,023-83.2% | $2,755-81.6% |
| Participant deferral / active EE | $4,486 | $4,118+8.9% | $5,053-11.2% | $4,296+4.4% |
| Admin fee / account holder | $23,571 | $8,049+192.8% | $9,451+149.4% | $6,918+240.7% |