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 | $177,018 | $81,460+117.3% | $103,333+71.3% | $80,856+118.9% |
| Participation rate | 89.9% | 66.8%+23.0pp | 74.5%+15.3pp | 67.6%+22.2pp |
| Annual return | 16.94% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $21,005 | $3,105+576.5% | $3,868+443.1% | $2,755+662.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,993 | $6,566+21.7% | $8,355-4.3% | $6,918+15.5% |