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 | $137,627 | $73,867+86.3% | $143,757-4.3% | $68,494+100.9% |
| Participation rate | 94.9% | 66.7%+28.3pp | 80.3%+14.6pp | 67.9%+27.0pp |
| Annual return | -14.87% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,275 | $3,184+65.6% | $4,951+6.5% | $2,596+103.2% |
| Participant deferral / active EE | $9,353 | $3,384+176.4% | $5,637+65.9% | $4,027+132.2% |
| Admin fee / account holder | $368 | $5,755-93.6% | $14,673-97.5% | $5,403-93.2% |