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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,686 | $73,004+36.5% | $90,749+9.8% | $68,494+45.5% |
| Participation rate | 70.6% | 70.8%-0.2pp | 75.7%-5.1pp | 67.9%+2.7pp |
| Annual return | -16.37% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $438 | $2,193-80.0% | $2,921-85.0% | $2,596-83.1% |
| Participant deferral / active EE | $3,730 | $3,627+2.8% | $4,564-18.3% | $4,027-7.4% |
| Admin fee / account holder | $1,911 | $5,896-67.6% | $8,445-77.4% | $5,403-64.6% |