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 | $41,792 | $85,766-51.3% | $136,294-69.3% | $70,131-40.4% |
| Participation rate | 83.1% | 74.2%+9.0pp | 81.9%+1.2pp | 69.5%+13.6pp |
| Annual return | 13.51% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,494 | $2,966-49.6% | $4,695-68.2% | $2,342-36.2% |
| Participant deferral / active EE | $1,639 | $5,051-67.6% | $6,247-73.8% | $3,332-50.8% |
| Admin fee / account holder | $2,460 | $5,420-54.6% | $9,243-73.4% | $4,645-47.1% |