Filed April 20, 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 | $42,885 | $49,025-12.5% | $87,507-51.0% | $62,891-31.8% |
| Participation rate | 97.1% | 64.9%+32.2pp | 73.8%+23.2pp | 69.3%+27.8pp |
| Annual return | 9.41% | 10.02%-0.6pp | 12.21%-2.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,241 | $1,372-9.5% | $2,550-51.3% | $2,281-45.6% |
| Participant deferral / active EE | $2,127 | $2,289-7.1% | $3,149-32.4% | $3,203-33.6% |
| Admin fee / account holder | $1,709 | $4,065-58.0% | $4,221-59.5% | $4,296-60.2% |