Filed May 7, 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 | $125,838 | $99,020+27.1% | $86,590+45.3% | $147,584-14.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 20.94% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,586 | $3,132-49.4% | $2,839-44.2% | $4,876-67.5% |
| Participant deferral / active EE | $3,927 | $3,972-1.1% | $3,609+8.8% | $5,439-27.8% |
| Admin fee / account holder | $16,356 | $5,710+186.4% | $4,906+233.4% | $10,885+50.3% |