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 | $117,169 | $109,359+7.1% | $162,163-27.7% | $72,985+60.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.05% | 25.46%-4.4pp | 115.59%-94.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,687 | $3,907+45.5% | $5,614+1.3% | $2,440+133.1% |
| Participant deferral / active EE | $3,737 | $5,481-31.8% | $7,298-48.8% | $3,607+3.6% |
| Admin fee / account holder | $6,923 | $7,972-13.2% | $10,843-36.2% | $5,124+35.1% |