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 | $244,146 | $131,829+85.2% | $108,579+124.9% | $273,961-10.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.52% | -91.57%+106.1pp | -51.70%+66.2pp | 41.45%-26.9pp |
| Employer contribution / active EE | $6,105 | $4,912+24.3% | $3,758+62.4% | $4,869+25.4% |
| Participant deferral / active EE | $10,844 | $5,127+111.5% | $4,311+151.6% | $5,287+105.1% |
| Admin fee / account holder | $69,424 | $10,252+577.2% | $7,645+808.1% | $10,132+585.2% |