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 | $130,170 | $67,411+93.1% | $91,001+43.0% | $70,131+85.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.52% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,080 | $1,786+72.5% | $2,456+25.4% | $2,342+31.5% |
| Participant deferral / active EE | $7,348 | $2,823+160.3% | $3,547+107.1% | $3,332+120.5% |
| Admin fee / account holder | $3,577 | $4,236-15.6% | $5,417-34.0% | $4,645-23.0% |