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 | $77,506 | $138,347-44.0% | $184,203-57.9% | $80,856-4.1% |
| Participation rate | 76.3% | 83.9%-7.6pp | 86.8%-10.5pp | 67.6%+8.7pp |
| Annual return | 14.75% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,037 | $4,850-37.4% | $6,427-52.8% | $2,755+10.2% |
| Participant deferral / active EE | $3,897 | $7,071-44.9% | $9,131-57.3% | $4,296-9.3% |
| Admin fee / account holder | $10,304 | $10,483-1.7% | $13,901-25.9% | $6,918+48.9% |