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 | $160,443 | $167,484-4.2% | $151,611+5.8% | $134,475+19.3% |
| Participation rate | 78.3% | 88.4%-10.1pp | 87.5%-9.2pp | 81.2%-3.0pp |
| Annual return | -20.03% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,434 | $6,829-49.7% | $6,166-44.3% | $4,740-27.5% |
| Participant deferral / active EE | $3,146 | $8,986-65.0% | $8,363-62.4% | $6,400-50.8% |
| Admin fee / account holder | $4,201 | $13,783-69.5% | $11,616-63.8% | $11,426-63.2% |