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 | $136,597 | $77,813+75.5% | $123,544+10.6% | $64,186+112.8% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -4.19% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,120 | $3,014-29.6% | $4,628-54.2% | $2,381-10.9% |
| Participant deferral / active EE | $8,069 | $5,240+54.0% | $6,426+25.6% | $3,470+132.6% |
| Admin fee / account holder | $1,866 | $5,519-66.2% | $9,284-79.9% | $4,888-61.8% |