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 | $144,444 | $77,899+85.4% | $149,673-3.5% | $75,163+92.2% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 14.56% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,762 | $3,137+83.6% | $4,818+19.6% | $2,670+115.8% |
| Participant deferral / active EE | $10,170 | $3,411+198.2% | $5,680+79.1% | $4,125+146.5% |
| Admin fee / account holder | $440 | $5,956-92.6% | $13,210-96.7% | $5,651-92.2% |