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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,702 | $84,233+261.7% | $170,442+78.8% | $70,131+334.5% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 11.71% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $9,665 | $3,387+185.4% | $5,433+77.9% | $2,342+312.6% |
| Participant deferral / active EE | $2,586 | $3,086-16.2% | $4,939-47.7% | $3,332-22.4% |
| Admin fee / account holder | $37,439 | $5,698+557.1% | $13,880+169.7% | $4,645+706.0% |