Filed May 17, 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 | $215,044 | $85,202+152.4% | $172,739+24.5% | $72,985+194.6% |
| Participation rate | 90.7% | 70.1%+20.6pp | 82.6%+8.1pp | 69.5%+21.2pp |
| Annual return | 21.17% | 27.32%-6.1pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $7,346 | $3,324+121.0% | $5,143+42.8% | $2,440+201.1% |
| Participant deferral / active EE | $3,991 | $3,260+22.4% | $5,198-23.2% | $3,607+10.6% |
| Admin fee / account holder | $5,640 | $5,884-4.1% | $13,954-59.6% | $5,124+10.1% |