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 | $91,637 | $42,894+113.6% | $60,874+50.5% | $68,494+33.8% |
| Participation rate | 91.3% | 66.8%+24.5pp | 73.1%+18.1pp | 67.9%+23.4pp |
| Annual return | -10.00% | -13.98%+4.0pp | 16.90%-26.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $3,133 | $1,978+58.4% | $2,701+16.0% | $2,596+20.7% |
| Participant deferral / active EE | $5,169 | $2,867+80.3% | $3,817+35.4% | $4,027+28.4% |
| Admin fee / account holder | $21,219 | $3,101+584.3% | $3,224+558.1% | $5,403+292.8% |