Filed February 7, 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.
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 | $71,389 | $109,359-34.7% | $162,163-56.0% | $72,985-2.2% |
| Participation rate | 83.7% | 84.3%-0.5pp | 87.6%-3.8pp | 69.5%+14.2pp |
| Annual return | 13.87% | 25.46%-11.6pp | 115.59%-101.7pp | 81.00%-67.1pp |
| Employer contribution / active EE | $2,066 | $3,907-47.1% | $5,614-63.2% | $2,440-15.3% |
| Participant deferral / active EE | $3,001 | $5,481-45.2% | $7,298-58.9% | $3,607-16.8% |
| Admin fee / account holder | $35,665 | $7,972+347.4% | $10,843+228.9% | $5,124+596.0% |