Filed March 2, 2000 (most recent of 2 filings on file)
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 | $43,613 | $146,267-70.2% | $197,124-77.9% | $82,448-47.1% |
| Participation rate | 81.6% | 84.0%-2.4pp | 86.7%-5.1pp | 68.1%+13.5pp |
| Annual return | 13.56% | 29.61%-16.1pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,149 | $4,723-54.5% | $6,227-65.5% | $2,551-15.7% |
| Participant deferral / active EE | $3,696 | $7,035-47.5% | $9,135-59.5% | $4,139-10.7% |
| Admin fee / account holder | $677 | $14,422-95.3% | $16,298-95.8% | $7,234-90.6% |