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 | $56,622 | $67,606-16.2% | $82,313-31.2% | $70,131-19.3% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | 14.85% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,161 | $1,755-33.8% | $2,428-52.2% | $2,342-50.4% |
| Participant deferral / active EE | $3,023 | $2,987+1.2% | $3,706-18.4% | $3,332-9.3% |
| Admin fee / account holder | $7,150 | $4,512+58.5% | $5,608+27.5% | $4,645+53.9% |