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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,969 | $110,094-47.3% | $151,611-61.8% | $68,494-15.4% |
| Participation rate | 78.0% | 84.0%-5.9pp | 87.5%-9.4pp | 67.9%+10.2pp |
| Annual return | -13.33% | -10.12%-3.2pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,872 | $4,471-58.1% | $6,166-69.6% | $2,596-27.9% |
| Participant deferral / active EE | $2,454 | $6,527-62.4% | $8,363-70.7% | $4,027-39.1% |
| Admin fee / account holder | $3,719 | $7,719-51.8% | $11,616-68.0% | $5,403-31.2% |