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 | $84,691 | $123,793-31.6% | $177,821-52.4% | $79,858+6.1% |
| Participation rate | 97.7% | 84.7%+13.1pp | 87.7%+10.0pp | 69.6%+28.1pp |
| Annual return | 15.70% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,895 | $4,095-29.3% | $5,918-51.1% | $2,471+17.2% |
| Participant deferral / active EE | $3,665 | $5,956-38.5% | $7,714-52.5% | $3,740-2.0% |
| Admin fee / account holder | $1,019 | $7,243-85.9% | $12,427-91.8% | $5,306-80.8% |