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 | $186,195 | $158,817+17.2% | $121,196+53.6% | $135,375+37.5% |
| Participation rate | 82.4% | 79.3%+3.1pp | 71.7%+10.6pp | 82.6%-0.3pp |
| Annual return | -6.71% | -0.64%-6.1pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,048 | $5,665-28.5% | $4,022+0.7% | $4,779-15.3% |
| Participant deferral / active EE | $7,303 | $4,005+82.3% | $3,344+118.4% | $5,609+30.2% |
| Admin fee / account holder | $3,600 | $6,512-44.7% | $5,019-28.3% | $10,827-66.8% |