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 | $78,335 | $69,977+11.9% | $108,579-27.9% | $62,891+24.6% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | 6.54% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,872 | $2,135-12.3% | $3,758-50.2% | $2,281-17.9% |
| Participant deferral / active EE | $2,859 | $3,165-9.7% | $4,311-33.7% | $3,203-10.7% |
| Admin fee / account holder | $1,674 | $5,076-67.0% | $7,645-78.1% | $4,296-61.0% |