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 | $90,538 | $137,414-34.1% | $189,513-52.2% | $85,850+5.5% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 14.37% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,939 | $4,344-32.4% | $6,162-52.3% | $2,565+14.6% |
| Participant deferral / active EE | $3,997 | $6,260-36.1% | $8,221-51.4% | $3,952+1.2% |
| Admin fee / account holder | $1,328 | $8,630-84.6% | $12,045-89.0% | $6,260-78.8% |