Filed July 27, 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 | $78,988 | $65,703+20.2% | $94,224-16.2% | $59,632+32.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.86% | 5.22%-3.4pp | 10.68%-8.8pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $2,085 | $2,021+3.2% | $3,587-41.9% | $2,203-5.3% |
| Participant deferral / active EE | $3,656 | $3,143+16.3% | $4,320-15.4% | $3,192+14.5% |
| Admin fee / account holder | $4,426 | $4,264+3.8% | $6,269-29.4% | $4,297+3.0% |