Filed October 20, 1999 (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.
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 | $90,178 | $54,350+65.9% | $82,719+9.0% | $68,494+31.7% |
| Participation rate | 70.3% | 63.9%+6.4pp | 72.6%-2.2pp | 67.9%+2.4pp |
| Annual return | -18.73% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $329 | $2,218-85.2% | $3,009-89.1% | $2,596-87.3% |
| Participant deferral / active EE | $5,062 | $3,246+55.9% | $4,395+15.2% | $4,027+25.7% |
| Admin fee / account holder | $4,800 | $4,395+9.2% | $5,329-9.9% | $5,403-11.2% |