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 | $57,858 | $110,094-47.4% | $151,611-61.8% | $68,494-15.5% |
| Participation rate | 84.8% | 84.0%+0.9pp | 87.5%-2.6pp | 67.9%+17.0pp |
| Annual return | -16.97% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,224 | $4,471-27.9% | $6,166-47.7% | $2,596+24.2% |
| Participant deferral / active EE | $4,399 | $6,527-32.6% | $8,363-47.4% | $4,027+9.2% |
| Admin fee / account holder | $17,937 | $7,719+132.4% | $11,616+54.4% | $5,403+232.0% |