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 | $103,261 | $48,230+114.1% | $67,502+53.0% | $80,856+27.7% |
| Participation rate | 90.7% | 66.4%+24.3pp | 72.9%+17.8pp | 67.6%+23.0pp |
| Annual return | 11.29% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,538 | $2,020+75.2% | $2,731+29.6% | $2,755+28.4% |
| Participant deferral / active EE | $6,078 | $2,924+107.9% | $4,000+52.0% | $4,296+41.5% |
| Admin fee / account holder | $12,960 | $3,681+252.1% | $3,998+224.2% | $6,918+87.3% |