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.
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 | $46,507 | $167,484-72.2% | $151,611-69.3% | $134,475-65.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.76% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,131 | $6,829-83.4% | $6,166-81.7% | $4,740-76.1% |
| Participant deferral / active EE | $3,522 | $8,986-60.8% | $8,363-57.9% | $6,400-45.0% |
| Admin fee / account holder | $8,389 | $13,783-39.1% | $11,616-27.8% | $11,426-26.6% |