Filed March 9, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,131 | $89,355-49.5% | $141,162-68.0% | $72,985-38.2% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 23.16% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $795 | $3,114-74.5% | $4,735-83.2% | $2,440-67.4% |
| Participant deferral / active EE | $1,790 | $5,418-67.0% | $6,709-73.3% | $3,607-50.4% |
| Admin fee / account holder | $4,568 | $5,958-23.3% | $10,261-55.5% | $5,124-10.9% |