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 | $92,687 | $100,041-7.4% | $149,718-38.1% | $70,131+32.2% |
| Participation rate | 75.9% | 83.6%-7.7pp | 87.1%-11.2pp | 69.5%+6.3pp |
| Annual return | 13.54% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,086 | $3,662-70.3% | $5,445-80.0% | $2,342-53.6% |
| Participant deferral / active EE | $2,625 | $4,983-47.3% | $6,569-60.0% | $3,332-21.2% |
| Admin fee / account holder | $1,273 | $8,286-84.6% | $11,283-88.7% | $4,645-72.6% |