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 | $79,425 | $123,793-35.8% | $177,821-55.3% | $79,858-0.5% |
| Participation rate | 84.8% | 84.7%+0.2pp | 87.7%-2.9pp | 69.6%+15.2pp |
| Annual return | 18.32% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,755 | $4,095-32.7% | $5,918-53.5% | $2,471+11.5% |
| Participant deferral / active EE | $3,733 | $5,956-37.3% | $7,714-51.6% | $3,740-0.2% |
| Admin fee / account holder | $3,076 | $7,243-57.5% | $12,427-75.3% | $5,306-42.0% |