Filed February 29, 2000 (most recent of 3 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.
Employer 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 | $80,197 | $87,841-8.7% | $133,980-40.1% | $62,891+27.5% |
| Participation rate | 72.4% | 83.4%-11.0pp | 87.1%-14.7pp | 69.3%+3.1pp |
| Annual return | 7.44% | 12.05%-4.6pp | 29.30%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,046 | $3,483-70.0% | $5,211-79.9% | $2,281-54.2% |
| Participant deferral / active EE | $2,375 | $4,812-50.6% | $6,282-62.2% | $3,203-25.8% |
| Admin fee / account holder | $3,833 | $5,371-28.6% | $9,324-58.9% | $4,296-10.8% |