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 | $89,417 | $110,094-18.8% | $151,611-41.0% | $68,494+30.5% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -17.42% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,665 | $4,471-18.0% | $6,166-40.6% | $2,596+41.2% |
| Participant deferral / active EE | $4,297 | $6,527-34.2% | $8,363-48.6% | $4,027+6.7% |
| Admin fee / account holder | $1,406 | $7,719-81.8% | $11,616-87.9% | $5,403-74.0% |