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 | $88,748 | $185,822-52.2% | $169,993-47.8% | $139,434-36.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.83% | 60.50%-56.7pp | 53.37%-49.5pp | 372.94%-369.1pp |
| Employer contribution / active EE | $4,464 | $7,590-41.2% | $6,785-34.2% | $4,751-6.0% |
| Participant deferral / active EE | $2,033 | $11,622-82.5% | $10,408-80.5% | $6,710-69.7% |
| Admin fee / account holder | $8,652 | $15,381-43.7% | $12,815-32.5% | $11,403-24.1% |