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 | $110,437 | $125,758-12.2% | $169,993-35.0% | $75,163+46.9% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 16.60% | 27.20%-10.6pp | 53.37%-36.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,190 | $4,615-30.9% | $6,785-53.0% | $2,670+19.5% |
| Participant deferral / active EE | $4,710 | $6,837-31.1% | $10,408-54.7% | $4,125+14.2% |
| Admin fee / account holder | $2,557 | $8,173-68.7% | $12,815-80.0% | $5,651-54.8% |