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 | $63,203 | $137,414-54.0% | $189,513-66.6% | $85,850-26.4% |
| Participation rate | 81.0% | 84.6%-3.7pp | 87.8%-6.9pp | 69.3%+11.6pp |
| Annual return | 11.08% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,765 | $4,344-59.4% | $6,162-71.4% | $2,565-31.2% |
| Participant deferral / active EE | $2,415 | $6,260-61.4% | $8,221-70.6% | $3,952-38.9% |
| Admin fee / account holder | $20,312 | $8,630+135.4% | $12,045+68.6% | $6,260+224.5% |