Filed November 5, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,806 | $60,989+211.2% | $60,874+211.8% | $66,914+183.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 73.1%+21.9pp | 69.8%+25.2pp |
| Annual return | -12.01% | -9.60%-2.4pp | 16.90%-28.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $10,620 | $2,661+299.2% | $2,701+293.1% | $2,544+317.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $432 | $338+27.7% | $3,224-86.6% | $593-27.1% |