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 | $192,382 | $123,793+55.4% | $177,821+8.2% | $79,858+140.9% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 16.62% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,383 | $4,095+55.9% | $5,918+7.9% | $2,471+158.3% |
| Participant deferral / active EE | $11,553 | $5,956+94.0% | $7,714+49.8% | $3,740+208.9% |
| Admin fee / account holder | $9,079 | $7,243+25.4% | $12,427-26.9% | $5,306+71.1% |