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 | $136,199 | $98,750+37.9% | $149,696-9.0% | $79,858+70.6% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 17.95% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $6,202 | $3,216+92.8% | $4,644+33.5% | $2,471+151.0% |
| Participant deferral / active EE | $6,715 | $5,680+18.2% | $6,842-1.9% | $3,740+79.5% |
| Admin fee / account holder | $26,741 | $6,053+341.8% | $9,309+187.3% | $5,306+404.0% |