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.
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 | $30,637 | $152,460-79.9% | $118,746-74.2% | $147,584-79.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.3%+7.4pp | 82.8%+2.9pp |
| Annual return | 13.86% | 17.41%-3.6pp | 24.54%-10.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,929 | $5,046-22.1% | $4,193-6.3% | $4,876-19.4% |
| Participant deferral / active EE | $4,195 | $6,212-32.5% | $5,332-21.3% | $5,439-22.9% |
| Admin fee / account holder | $514 | $16,953-97.0% | $10,720-95.2% | $10,885-95.3% |