Filed June 22, 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 6-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 | $109,148 | $58,828+85.5% | $77,999+39.9% | $62,891+73.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.22% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,743 | $1,672+64.1% | $2,470+11.1% | $2,281+20.3% |
| Participant deferral / active EE | $8,258 | $2,686+207.5% | $3,497+136.2% | $3,203+157.8% |
| Admin fee / account holder | $7,499 | $4,393+70.7% | $5,480+36.8% | $4,296+74.6% |