Filed January 14, 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 | $143,092 | $56,897+151.5% | $84,750+68.8% | $62,891+127.5% |
| Participation rate | 91.8% | 68.5%+23.3pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 7.82% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,963 | $2,400+106.8% | $3,574+38.9% | $2,281+117.6% |
| Participant deferral / active EE | $5,668 | $2,709+109.2% | $3,712+52.7% | $3,203+77.0% |
| Admin fee / account holder | $1,736 | $3,581-51.5% | $5,332-67.4% | $4,296-59.6% |