Filed April 6, 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 | $37,302 | $78,672-52.6% | $109,143-65.8% | $85,850-56.5% |
| Participation rate | 80.5% | 68.3%+12.2pp | 75.9%+4.6pp | 69.3%+11.2pp |
| Annual return | 9.72% | 25.09%-15.4pp | 25.75%-16.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,903 | $3,467+41.4% | $4,653+5.4% | $3,952+24.1% |
| Admin fee / account holder | $5,185 | $5,469-5.2% | $6,752-23.2% | $6,260-17.2% |