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 | $106,543 | $138,347-23.0% | $184,203-42.2% | $80,856+31.8% |
| Participation rate | 87.9% | 83.9%+4.1pp | 86.8%+1.1pp | 67.6%+20.3pp |
| Annual return | 18.65% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,672 | $4,850-44.9% | $6,427-58.4% | $2,755-3.0% |
| Participant deferral / active EE | $7,241 | $7,071+2.4% | $9,131-20.7% | $4,296+68.6% |
| Admin fee / account holder | $1,956 | $10,483-81.3% | $13,901-85.9% | $6,918-71.7% |