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 | $193,132 | $110,094+75.4% | $151,611+27.4% | $68,494+182.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -17.56% | -10.12%-7.4pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,806 | $4,471+52.2% | $6,166+10.4% | $2,596+162.2% |
| Participant deferral / active EE | $13,000 | $6,527+99.2% | $8,363+55.4% | $4,027+222.8% |
| Admin fee / account holder | $1,169 | $7,719-84.9% | $11,616-89.9% | $5,403-78.4% |