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 | $101,809 | $123,793-17.8% | $177,821-42.7% | $79,858+27.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.86% | 22.82%-17.0pp | 48.32%-42.5pp | 31.71%-25.9pp |
| Employer contribution / active EE | $4,931 | $4,095+20.4% | $5,918-16.7% | $2,471+99.6% |
| Participant deferral / active EE | $1,506 | $5,956-74.7% | $7,714-80.5% | $3,740-59.7% |
| Admin fee / account holder | $6,891 | $7,243-4.9% | $12,427-44.5% | $5,306+29.9% |