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 | $117,635 | $123,793-5.0% | $177,821-33.8% | $79,858+47.3% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 16.15% | 22.82%-6.7pp | 48.32%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,458 | $4,095+8.9% | $5,918-24.7% | $2,471+80.4% |
| Participant deferral / active EE | $3,076 | $5,956-48.4% | $7,714-60.1% | $3,740-17.8% |
| Admin fee / account holder | $5,032 | $7,243-30.5% | $12,427-59.5% | $5,306-5.2% |