Filed October 22, 1999
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 | $115,353 | $82,032+40.6% | $123,104-6.3% | $59,632+93.4% |
| Participation rate | 92.5% | 83.2%+9.3pp | 86.8%+5.7pp | 68.7%+23.8pp |
| Annual return | 3.52% | 5.12%-1.6pp | 13.22%-9.7pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $4,122 | $3,297+25.0% | $5,151-20.0% | $2,203+87.1% |
| Participant deferral / active EE | $9,864 | $4,667+111.4% | $6,230+58.3% | $3,192+209.1% |
| Admin fee / account holder | $2,740 | $5,881-53.4% | $9,015-69.6% | $4,297-36.2% |