Filed March 18, 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 | $227,479 | $84,233+170.1% | $170,442+33.5% | $70,131+224.4% |
| Participation rate | 83.7% | 70.8%+12.9pp | 83.6%+0.1pp | 69.5%+14.2pp |
| Annual return | 19.92% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $8,608 | $3,387+154.2% | $5,433+58.5% | $2,342+267.5% |
| Participant deferral / active EE | $6,240 | $3,086+102.2% | $4,939+26.3% | $3,332+87.3% |
| Admin fee / account holder | $10,259 | $5,698+80.1% | $13,880-26.1% | $4,645+120.9% |