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 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 | $248,947 | $152,587+63.2% | $125,175+98.9% | $152,861+62.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.75% | 54.84%-30.1pp | 43.79%-19.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $15,128 | $4,946+205.9% | $3,865+291.4% | $4,762+217.7% |
| Participant deferral / active EE | $12,684 | $5,868+116.2% | $4,937+156.9% | $5,850+116.8% |
| Admin fee / account holder | $87,585 | $13,434+552.0% | $9,702+802.7% | $11,596+655.3% |