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 | $241,126 | $138,347+74.3% | $184,203+30.9% | $80,856+198.2% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.6%+26.2pp |
| Annual return | 15.93% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $8,605 | $4,850+77.4% | $6,427+33.9% | $2,755+212.4% |
| Participant deferral / active EE | $15,088 | $7,071+113.4% | $9,131+65.2% | $4,296+251.2% |
| Admin fee / account holder | $20,457 | $10,483+95.1% | $13,901+47.2% | $6,918+195.7% |