Filed April 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,667 | $100,041-8.4% | $149,718-38.8% | $70,131+30.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.59% | 27.43%-18.8pp | 1501.63%-1493.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $5,920 | $3,662+61.7% | $5,445+8.7% | $2,342+152.7% |
| Participant deferral / active EE | $1,697 | $4,983-65.9% | $6,569-74.2% | $3,332-49.1% |
| Admin fee / account holder | $1,267 | $8,286-84.7% | $11,283-88.8% | $4,645-72.7% |