Filed March 2, 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 | $52,235 | $153,772-66.0% | $133,980-61.0% | $273,961-80.9% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.1%-13.2pp | 83.0%-9.1pp |
| Annual return | 13.16% | 36.51%-23.4pp | 29.30%-16.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,514 | $6,029-74.9% | $5,211-71.0% | $4,869-68.9% |
| Participant deferral / active EE | $2,228 | $6,958-68.0% | $6,282-64.5% | $5,287-57.9% |
| Admin fee / account holder | $2,569 | $11,765-78.2% | $9,324-72.4% | $10,132-74.6% |