Filed October 25, 1999 (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 4-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 | $106,589 | $56,199+89.7% | $67,652+57.6% | $59,632+78.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.10% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,955 | $1,614+21.1% | $2,266-13.7% | $2,203-11.2% |
| Participant deferral / active EE | $4,030 | $2,844+41.7% | $3,560+13.2% | $3,192+26.3% |
| Admin fee / account holder | $9,394 | $3,958+137.3% | $4,821+94.9% | $4,297+118.6% |