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 | $148,090 | $100,041+48.0% | $149,718-1.1% | $70,131+111.2% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 17.13% | 27.43%-10.3pp | 1501.63%-1484.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $6,438 | $3,662+75.8% | $5,445+18.2% | $2,342+174.8% |
| Participant deferral / active EE | $11,614 | $4,983+133.1% | $6,569+76.8% | $3,332+248.6% |
| Admin fee / account holder | $15,071 | $8,286+81.9% | $11,283+33.6% | $4,645+224.4% |