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 | $228,679 | $176,662+29.4% | $130,648+75.0% | $152,861+49.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.63% | 2692.24%-2667.6pp | 1708.96%-1684.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,835 | $5,742-15.8% | $4,092+18.2% | $4,762+1.5% |
| Participant deferral / active EE | $7,525 | $4,361+72.5% | $3,603+108.9% | $5,850+28.6% |
| Admin fee / account holder | $1,144 | $7,133-84.0% | $5,464-79.1% | $11,596-90.1% |