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 | $41,194 | $56,110-26.6% | $94,993-56.6% | $70,131-41.3% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.9%+23.0pp | 69.5%+27.3pp |
| Annual return | 15.05% | 51.02%-36.0pp | 27.12%-12.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,365 | $1,442-5.3% | $2,603-47.6% | $2,342-41.7% |
| Participant deferral / active EE | $2,283 | $2,391-4.5% | $3,317-31.2% | $3,332-31.5% |
| Admin fee / account holder | $7,001 | $3,456+102.6% | $4,960+41.1% | $4,645+50.7% |