Filed November 12, 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 | $57,656 | $54,726+5.4% | $68,793-16.2% | $64,186-10.2% |
| Participation rate | 90.5% | 68.0%+22.4pp | 72.2%+18.2pp | 69.6%+20.9pp |
| Annual return | 10.81% | -1.62%+12.4pp | -4.63%+15.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,441 | $2,626-7.1% | $3,311-26.3% | $3,470-29.6% |
| Admin fee / account holder | $14,996 | $4,027+272.4% | $5,131+192.3% | $4,888+206.8% |