Filed April 9, 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 | $115,422 | $72,277+59.7% | $101,248+14.0% | $79,858+44.5% |
| Participation rate | 94.2% | 68.5%+25.7pp | 75.8%+18.4pp | 69.6%+24.6pp |
| Annual return | 24.53% | 22.30%+2.2pp | 46.47%-21.9pp | 31.71%-7.2pp |
| Employer contribution / active EE | $4,348 | $2,692+61.5% | $3,660+18.8% | $2,471+76.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,003 | $4,400-31.8% | $5,945-49.5% | $5,306-43.4% |