Filed January 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,654 | $39,245+31.6% | $64,105-19.4% | $52,331-1.3% |
| Participation rate | 95.3% | 58.2%+37.1pp | 68.2%+27.1pp | 68.1%+27.2pp |
| Annual return | -0.60% | 14.79%-15.4pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $943 | $736+28.1% | $1,820-48.2% | $1,882-49.9% |
| Participant deferral / active EE | $3,403 | $1,992+70.9% | $2,822+20.6% | $3,022+12.6% |
| Admin fee / account holder | $4,880 | $592+723.6% | $4,499+8.5% | $592+724.9% |