Filed November 2, 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 8-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 | $50,575 | $92,222-45.2% | $76,768-34.1% | $135,375-62.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.84% | 5.46%-7.3pp | 2.43%-4.3pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,602 | $3,216-19.1% | $2,485+4.7% | $4,779-45.6% |
| Participant deferral / active EE | $4,667 | $4,509+3.5% | $3,852+21.2% | $5,609-16.8% |
| Admin fee / account holder | $8,653 | $10,748-19.5% | $6,675+29.6% | $10,827-20.1% |