Filed February 29, 2000 (most recent of 5 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 | $221,804 | $80,717+174.8% | $154,803+43.3% | $84,808+161.5% |
| Participation rate | 98.0% | 66.8%+31.1pp | 78.1%+19.9pp | 68.3%+29.6pp |
| Annual return | 12.26% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $9,013 | $2,761+226.4% | $4,305+109.3% | $2,631+242.6% |
| Participant deferral / active EE | $3,394 | $3,303+2.7% | $5,540-38.7% | $4,212-19.4% |
| Admin fee / account holder | $51,120 | $6,746+657.8% | $14,329+256.8% | $7,344+596.1% |