Filed September 21, 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 | $137,793 | $85,202+61.7% | $172,739-20.2% | $72,985+88.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.60% | 27.32%-8.7pp | 802.84%-784.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $8,878 | $3,324+167.0% | $5,143+72.6% | $2,440+263.9% |
| Participant deferral / active EE | $8,750 | $3,260+168.4% | $5,198+68.4% | $3,607+142.6% |
| Admin fee / account holder | $2,490 | $5,884-57.7% | $13,954-82.2% | $5,124-51.4% |