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 | $137,455 | $102,317+34.3% | $146,958-6.5% | $80,856+70.0% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 12.62% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,537 | $3,713-31.7% | $4,933-48.6% | $2,755-7.9% |
| Participant deferral / active EE | $6,159 | $6,644-7.3% | $8,070-23.7% | $4,296+43.4% |
| Admin fee / account holder | $33,930 | $7,941+327.3% | $12,998+161.0% | $6,918+390.5% |