Filed December 13, 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 | $57,130 | $60,349-5.3% | $74,183-23.0% | $62,891-9.2% |
| Participation rate | 79.4% | 72.7%+6.7pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 5.11% | 21.37%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,203 | $1,680-28.4% | $2,370-49.2% | $2,281-47.2% |
| Participant deferral / active EE | $2,736 | $2,856-4.2% | $3,550-22.9% | $3,203-14.6% |
| Admin fee / account holder | $25,996 | $4,261+510.1% | $5,586+365.4% | $4,296+505.2% |