Filed December 21, 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 | $41,995 | $82,032-48.8% | $123,104-65.9% | $59,632-29.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.66% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,656 | $3,297-19.4% | $5,151-48.4% | $2,203+20.6% |
| Participant deferral / active EE | $3,475 | $4,667-25.5% | $6,230-44.2% | $3,192+8.9% |
| Admin fee / account holder | $5,485 | $5,881-6.7% | $9,015-39.2% | $4,297+27.6% |