Filed December 31, 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 | $55,675 | $94,529-41.1% | $140,016-60.2% | $64,186-13.3% |
| Participation rate | 70.2% | 84.1%-13.9pp | 87.5%-17.3pp | 69.6%+0.6pp |
| Annual return | 5.65% | 7.77%-2.1pp | 651.12%-645.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $1,829 | $3,812-52.0% | $5,606-67.4% | $2,381-23.2% |
| Participant deferral / active EE | $4,843 | $5,250-7.7% | $6,927-30.1% | $3,470+39.6% |
| Admin fee / account holder | $2,749 | $6,741-59.2% | $10,705-74.3% | $4,888-43.8% |