Filed December 4, 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.
Employer 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.)
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 | $12,339 | $72,388-83.0% | $111,392-88.9% | $64,186-80.8% |
| Participation rate | 95.7% | 70.5%+25.1pp | 78.9%+16.8pp | 69.6%+26.1pp |
| Annual return | -6.32% | -1.50%-4.8pp | -2.06%-4.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $13 | $3,000-99.6% | $4,328-99.7% | $2,381-99.5% |
| Participant deferral / active EE | $2,718 | $4,241-35.9% | $5,567-51.2% | $3,470-21.7% |
| Admin fee / account holder | $564 | $5,719-90.1% | $12,266-95.4% | $4,888-88.5% |