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 | $233,929 | $137,414+70.2% | $189,513+23.4% | $85,850+172.5% |
| Participation rate | 97.6% | 84.6%+13.0pp | 87.8%+9.8pp | 69.3%+28.3pp |
| Annual return | 12.83% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $7,305 | $4,344+68.1% | $6,162+18.6% | $2,565+184.8% |
| Participant deferral / active EE | $12,756 | $6,260+103.8% | $8,221+55.2% | $3,952+222.8% |
| Admin fee / account holder | $2,795 | $8,630-67.6% | $12,045-76.8% | $6,260-55.4% |