Filed January 12, 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 | $38,337 | $76,552-49.9% | $123,892-69.1% | $62,891-39.0% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | -0.80% | 18.68%-19.5pp | 47.52%-48.3pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,531 | $2,883-46.9% | $4,617-66.8% | $2,281-32.9% |
| Participant deferral / active EE | $2,001 | $4,840-58.6% | $5,984-66.6% | $3,203-37.5% |
| Admin fee / account holder | $5,240 | $4,826+8.6% | $8,357-37.3% | $4,296+22.0% |