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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,378 | $165,335-64.7% | $149,696-61.0% | $158,922-63.3% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 25.53% | 348.15%-322.6pp | 276.60%-251.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $890 | $5,103-82.6% | $4,644-80.8% | $4,761-81.3% |
| Participant deferral / active EE | $2,019 | $7,181-71.9% | $6,842-70.5% | $5,982-66.2% |
| Admin fee / account holder | $1,548 | $10,807-85.7% | $9,309-83.4% | $11,246-86.2% |