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 | $76,407+190.3% | $150,298+47.6% | $82,448+169.0% |
| Participation rate | 98.0% | 66.4%+31.6pp | 77.8%+20.2pp | 68.1%+29.9pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $9,013 | $2,614+244.8% | $4,154+117.0% | $2,551+253.3% |
| Participant deferral / active EE | $3,394 | $3,214+5.6% | $5,453-37.8% | $4,139-18.0% |
| Admin fee / account holder | $51,120 | $6,352+704.8% | $14,116+262.1% | $7,234+606.6% |