Filed January 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.
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 | $118,018 | $183,963-35.8% | $162,163-27.2% | $152,861-22.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.02% | 150.76%-147.7pp | 115.59%-112.6pp | 345.32%-342.3pp |
| Employer contribution / active EE | $4,610 | $6,371-27.6% | $5,614-17.9% | $4,762-3.2% |
| Participant deferral / active EE | $1,745 | $8,034-78.3% | $7,298-76.1% | $5,850-70.2% |
| Admin fee / account holder | $5,689 | $13,121-56.6% | $10,843-47.5% | $11,596-50.9% |