Filed December 28, 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 | $62,105 | $100,041-37.9% | $149,718-58.5% | $70,131-11.4% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.6pp |
| Annual return | 15.11% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,468 | $3,662-32.6% | $5,445-54.7% | $2,342+5.4% |
| Participant deferral / active EE | $2,945 | $4,983-40.9% | $6,569-55.2% | $3,332-11.6% |
| Admin fee / account holder | $2,130 | $8,286-74.3% | $11,283-81.1% | $4,645-54.1% |