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 | $97,710 | $137,414-28.9% | $189,513-48.4% | $85,850+13.8% |
| Participation rate | 93.2% | 84.6%+8.6pp | 87.8%+5.4pp | 69.3%+23.9pp |
| Annual return | 12.36% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,414 | $4,344-21.4% | $6,162-44.6% | $2,565+33.1% |
| Participant deferral / active EE | $3,787 | $6,260-39.5% | $8,221-53.9% | $3,952-4.2% |
| Admin fee / account holder | $5,377 | $8,630-37.7% | $12,045-55.4% | $6,260-14.1% |