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 | $237,765 | $76,000+212.8% | $154,107+54.3% | $64,186+270.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | 12.97% | 30.32%-17.3pp | 735.12%-722.2pp | 7.63%+5.3pp |
| Employer contribution / active EE | $10,642 | $3,351+217.6% | $5,298+100.9% | $2,381+347.0% |
| Participant deferral / active EE | $6,054 | $3,175+90.7% | $5,081+19.2% | $3,470+74.5% |
| Admin fee / account holder | $21,906 | $5,596+291.4% | $13,411+63.3% | $4,888+348.2% |