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 | $138,972 | $105,181+32.1% | $159,436-12.8% | $85,850+61.9% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 13.08% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,843 | $3,318-44.5% | $4,829-61.8% | $2,565-28.2% |
| Participant deferral / active EE | $7,576 | $5,945+27.4% | $7,352+3.0% | $3,952+91.7% |
| Admin fee / account holder | $56,006 | $6,933+707.8% | $10,799+418.6% | $6,260+794.7% |