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 | $127,889 | $67,606+89.2% | $82,313+55.4% | $70,131+82.4% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 15.09% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,491 | $1,755+42.0% | $2,428+2.6% | $2,342+6.3% |
| Participant deferral / active EE | $3,844 | $2,987+28.7% | $3,706+3.7% | $3,332+15.4% |
| Admin fee / account holder | $23,109 | $4,512+412.2% | $5,608+312.1% | $4,645+397.5% |