Filed November 29, 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 | $136,956 | $72,177+89.8% | $115,037+19.1% | $59,632+129.7% |
| Participation rate | 93.5% | 72.6%+21.0pp | 81.4%+12.2pp | 68.7%+24.9pp |
| Annual return | 1.25% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,888 | $2,841-33.5% | $4,608-59.0% | $2,203-14.3% |
| Participant deferral / active EE | $5,312 | $4,783+11.1% | $6,026-11.9% | $3,192+66.4% |
| Admin fee / account holder | $44,196 | $4,927+797.0% | $8,175+440.6% | $4,297+928.5% |