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 | $157,482 | $109,359+44.0% | $162,163-2.9% | $72,985+115.8% |
| Participation rate | 95.3% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 21.38% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $6,133 | $3,907+56.9% | $5,614+9.2% | $2,440+151.3% |
| Participant deferral / active EE | $11,968 | $5,481+118.4% | $7,298+64.0% | $3,607+231.8% |
| Admin fee / account holder | $34,142 | $7,972+328.3% | $10,843+214.9% | $5,124+566.3% |