Filed April 14, 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 | $202,947 | $165,912+22.3% | $122,332+65.9% | $147,584+37.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.00% | 34.55%-13.6pp | 30.27%-9.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $4,923 | $5,754-14.4% | $4,050+21.5% | $4,876+1.0% |
| Participant deferral / active EE | $9,073 | $4,005+126.5% | $3,287+176.0% | $5,439+66.8% |
| Admin fee / account holder | $581 | $7,424-92.2% | $5,478-89.4% | $10,885-94.7% |