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 | $65,451 | $138,347-52.7% | $184,203-64.5% | $80,856-19.1% |
| Participation rate | 72.7% | 83.9%-11.1pp | 86.8%-14.1pp | 67.6%+5.1pp |
| Annual return | 8.21% | 20.02%-11.8pp | 28.81%-20.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,928 | $4,850-60.3% | $6,427-70.0% | $2,755-30.0% |
| Participant deferral / active EE | $2,431 | $7,071-65.6% | $9,131-73.4% | $4,296-43.4% |
| Admin fee / account holder | $11,783 | $10,483+12.4% | $13,901-15.2% | $6,918+70.3% |