Filed March 25, 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 | $97,600 | $45,035+116.7% | $62,995+54.9% | $70,131+39.2% |
| Participation rate | 95.6% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.0pp |
| Annual return | 14.69% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3,536 | $2,051+72.4% | $2,759+28.2% | $2,342+50.9% |
| Participant deferral / active EE | $5,787 | $2,465+134.8% | $3,329+73.8% | $3,332+73.7% |
| Admin fee / account holder | $4,609 | $2,834+62.6% | $3,600+28.0% | $4,645-0.8% |