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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,778 | $123,793-46.9% | $177,821-63.0% | $79,858-17.6% |
| Participation rate | 78.7% | 84.7%-5.9pp | 87.7%-9.0pp | 69.6%+9.1pp |
| Annual return | 10.64% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,490 | $4,095-63.6% | $5,918-74.8% | $2,471-39.7% |
| Participant deferral / active EE | $2,179 | $5,956-63.4% | $7,714-71.8% | $3,740-41.8% |
| Admin fee / account holder | $7,093 | $7,243-2.1% | $12,427-42.9% | $5,306+33.7% |