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 | $59,877 | $148,978-59.8% | $200,582-70.1% | $84,808-29.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.24% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,191 | $4,815-75.3% | $6,419-81.4% | $2,631-54.7% |
| Participant deferral / active EE | $3,661 | $7,142-48.7% | $9,331-60.8% | $4,212-13.1% |
| Admin fee / account holder | $727 | $13,977-94.8% | $16,305-95.5% | $7,344-90.1% |