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 | $214,831 | $125,758+70.8% | $169,993+26.4% | $75,163+185.8% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 18.48% | 27.20%-8.7pp | 53.37%-34.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $6,579 | $4,615+42.6% | $6,785-3.0% | $2,670+146.4% |
| Participant deferral / active EE | $12,793 | $6,837+87.1% | $10,408+22.9% | $4,125+210.1% |
| Admin fee / account holder | $6,176 | $8,173-24.4% | $12,815-51.8% | $5,651+9.3% |