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 | $117,898 | $64,707+82.2% | $112,228+5.1% | $68,494+72.1% |
| Participation rate | 92.2% | 67.2%+25.0pp | 75.1%+17.1pp | 67.9%+24.3pp |
| Annual return | 0.09% | -11.40%+11.5pp | 27.45%-27.4pp | -7.84%+7.9pp |
| Employer contribution / active EE | $2,344 | $2,746-14.6% | $3,635-35.5% | $2,596-9.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,510 | $5,232+62.6% | $6,410+32.8% | $5,403+57.5% |