Filed August 31, 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 | $74,937 | $48,076+55.9% | $78,689-4.8% | $62,891+19.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.71% | 31.35%-23.6pp | 62.18%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,164 | $2,015+57.0% | $2,851+11.0% | $2,281+38.7% |
| Participant deferral / active EE | $2,618 | $2,588+1.2% | $3,517-25.6% | $3,203-18.3% |
| Admin fee / account holder | $2,822 | $3,207-12.0% | $4,510-37.4% | $4,296-34.3% |