Filed December 19, 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 | $82,367 | $54,380+51.5% | $68,509+20.2% | $59,632+38.1% |
| Participation rate | 73.3% | 70.2%+3.1pp | 74.7%-1.4pp | 68.7%+4.7pp |
| Annual return | -3.46% | 2.83%-6.3pp | 8.27%-11.7pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,954 | $2,643-26.1% | $3,382-42.2% | $3,192-38.8% |
| Admin fee / account holder | $6,825 | $3,885+75.6% | $5,275+29.4% | $4,297+58.8% |