Filed December 20, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,077 | $95,416+79.3% | $185,823-7.9% | $85,850+99.3% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 18.96% | 23.59%-4.6pp | 122.05%-103.1pp | 318.53%-299.6pp |
| Employer contribution / active EE | $5,662 | $3,314+70.9% | $5,167+9.6% | $2,565+120.8% |
| Participant deferral / active EE | $10,032 | $3,423+193.0% | $5,568+80.2% | $3,952+153.9% |
| Admin fee / account holder | $374 | $7,213-94.8% | $16,237-97.7% | $6,260-94.0% |