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 | $230,420 | $156,846+46.9% | $121,098+90.3% | $139,434+65.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.10% | 1474.56%-1456.5pp | 985.75%-967.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $5,695 | $5,536+2.9% | $4,164+36.8% | $4,751+19.9% |
| Participant deferral / active EE | $7,028 | $4,844+45.1% | $4,080+72.3% | $6,710+4.7% |
| Admin fee / account holder | $38,498 | $6,946+454.3% | $5,644+582.0% | $11,403+237.6% |