Filed May 19, 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 8-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 | $231,720 | $113,935+103.4% | $94,224+145.9% | $125,391+84.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.94% | 5.29%-4.3pp | 10.68%-9.7pp | 282.22%-281.3pp |
| Employer contribution / active EE | $6,433 | $4,727+36.1% | $3,587+79.4% | $4,866+32.2% |
| Participant deferral / active EE | $13,529 | $5,179+161.2% | $4,320+213.2% | $5,352+152.8% |
| Admin fee / account holder | $36,861 | $8,391+339.3% | $6,269+488.0% | $9,540+286.4% |