Filed November 29, 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 10-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 | $101,829 | $48,364+110.5% | $71,796+41.8% | $62,891+61.9% |
| Participation rate | 89.2% | 60.6%+28.6pp | 69.1%+20.1pp | 69.3%+19.9pp |
| Annual return | 8.90% | 13.16%-4.3pp | 78.04%-69.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,620 | $1,042+151.5% | $1,924+36.2% | $2,281+14.9% |
| Participant deferral / active EE | $4,958 | $2,091+137.1% | $2,794+77.4% | $3,203+54.8% |
| Admin fee / account holder | $948 | $3,771-74.9% | $4,815-80.3% | $4,296-77.9% |