Filed February 1, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,285 | $110,094-73.4% | $151,611-80.7% | $68,494-57.2% |
| Participation rate | 91.8% | 84.0%+7.9pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | -14.72% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,144 | $4,471-52.0% | $6,166-65.2% | $2,596-17.4% |
| Participant deferral / active EE | $3,495 | $6,527-46.5% | $8,363-58.2% | $4,027-13.2% |
| Admin fee / account holder | $4,423 | $7,719-42.7% | $11,616-61.9% | $5,403-18.1% |