Filed May 7, 1999 (most recent of 2 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 | $69,375 | $109,359-36.6% | $162,163-57.2% | $72,985-4.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.15% | 25.46%-1.3pp | 115.59%-91.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,010 | $3,907-23.0% | $5,614-46.4% | $2,440+23.4% |
| Participant deferral / active EE | $3,327 | $5,481-39.3% | $7,298-54.4% | $3,607-7.8% |
| Admin fee / account holder | $4,121 | $7,972-48.3% | $10,843-62.0% | $5,124-19.6% |