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 | $71,294 | $125,758-43.3% | $169,993-58.1% | $75,163-5.1% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 17.78% | 27.20%-9.4pp | 53.37%-35.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,080 | $4,615-33.3% | $6,785-54.6% | $2,670+15.3% |
| Participant deferral / active EE | $4,079 | $6,837-40.3% | $10,408-60.8% | $4,125-1.1% |
| Admin fee / account holder | $1,015 | $8,173-87.6% | $12,815-92.1% | $5,651-82.0% |