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 | $124,220 | $48,795+154.6% | $65,493+89.7% | $84,808+46.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.23% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,370 | $1,930+74.6% | $2,574+30.9% | $2,631+28.1% |
| Participant deferral / active EE | $5,797 | $2,928+98.0% | $3,961+46.4% | $4,212+37.6% |
| Admin fee / account holder | $8,707 | $3,877+124.6% | $5,028+73.2% | $7,344+18.6% |