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 | $116,255 | $60,349+92.6% | $74,183+56.7% | $62,891+84.9% |
| Participation rate | 98.3% | 72.7%+25.5pp | 76.6%+21.7pp | 69.3%+29.0pp |
| Annual return | 6.73% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,666 | $1,680+58.7% | $2,370+12.5% | $2,281+16.9% |
| Participant deferral / active EE | $4,012 | $2,856+40.5% | $3,550+13.0% | $3,203+25.2% |
| Admin fee / account holder | $8,938 | $4,261+109.7% | $5,586+60.0% | $4,296+108.1% |