Filed February 23, 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 | $54,765 | $160,055-65.8% | $140,016-60.9% | $135,375-59.5% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -4.61% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $399 | $6,420-93.8% | $5,606-92.9% | $4,779-91.7% |
| Participant deferral / active EE | $2,633 | $7,642-65.5% | $6,927-62.0% | $5,609-53.1% |
| Admin fee / account holder | $2,222 | $13,328-83.3% | $10,705-79.2% | $10,827-79.5% |