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 | $49,613 | $63,764-22.2% | $81,930-39.4% | $79,858-37.9% |
| Participation rate | 90.5% | 67.5%+23.0pp | 72.0%+18.5pp | 69.6%+20.8pp |
| Annual return | 10.70% | 22.66%-12.0pp | 29.49%-18.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,542 | $2,780-44.6% | $7,107-78.3% | $3,740-58.8% |
| Admin fee / account holder | $15,307 | $4,426+245.8% | $5,158+196.8% | $5,306+188.5% |