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 | $110,226 | $137,414-19.8% | $189,513-41.8% | $85,850+28.4% |
| Participation rate | 86.0% | 84.6%+1.4pp | 87.8%-1.8pp | 69.3%+16.7pp |
| Annual return | 17.64% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,713 | $4,344-37.6% | $6,162-56.0% | $2,565+5.8% |
| Participant deferral / active EE | $7,839 | $6,260+25.2% | $8,221-4.6% | $3,952+98.4% |
| Admin fee / account holder | $10,183 | $8,630+18.0% | $12,045-15.5% | $6,260+62.7% |