Filed December 16, 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 | $123,229 | $135,952-9.4% | $123,892-0.5% | $273,961-55.0% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 9.03% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,216 | $5,170-37.8% | $4,617-30.3% | $4,869-33.9% |
| Participant deferral / active EE | $7,427 | $6,343+17.1% | $5,984+24.1% | $5,287+40.5% |
| Admin fee / account holder | $2,138 | $9,817-78.2% | $8,357-74.4% | $10,132-78.9% |