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 | $126,530 | $148,978-15.1% | $200,582-36.9% | $84,808+49.2% |
| Participation rate | 91.4% | 84.2%+7.2pp | 86.9%+4.5pp | 68.3%+23.1pp |
| Annual return | 17.80% | 28.16%-10.4pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,710 | $4,815-43.7% | $6,419-57.8% | $2,631+3.0% |
| Participant deferral / active EE | $7,130 | $7,142-0.2% | $9,331-23.6% | $4,212+69.3% |
| Admin fee / account holder | $8,079 | $13,977-42.2% | $16,305-50.4% | $7,344+10.0% |