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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,046 | $82,664-55.2% | $125,339-70.4% | $68,494-45.9% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -25.72% | -5.97%-19.8pp | 572.05%-597.8pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,081 | $3,381-68.0% | $4,814-77.5% | $2,596-58.4% |
| Participant deferral / active EE | $2,655 | $6,110-56.5% | $7,446-64.3% | $4,027-34.1% |
| Admin fee / account holder | $338 | $6,275-94.6% | $10,010-96.6% | $5,403-93.7% |