Filed May 10, 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.
Participant 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 | $196,198 | $137,414+42.8% | $189,513+3.5% | $85,850+128.5% |
| Participation rate | 76.0% | 84.6%-8.6pp | 87.8%-11.8pp | 69.3%+6.7pp |
| Annual return | 15.90% | 38.14%-22.2pp | 555.15%-539.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,914 | $4,344-32.9% | $6,162-52.7% | $2,565+13.6% |
| Participant deferral / active EE | $2,627 | $6,260-58.0% | $8,221-68.0% | $3,952-33.5% |
| Admin fee / account holder | $13,691 | $8,630+58.7% | $12,045+13.7% | $6,260+118.7% |