Filed July 23, 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 | $159,383 | $54,762+191.0% | $90,281+76.5% | $72,985+118.4% |
| Participation rate | 86.2% | 65.1%+21.1pp | 73.3%+12.9pp | 69.5%+16.7pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.10%-58.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $7,968 | $2,092+280.8% | $2,854+179.1% | $2,440+226.6% |
| Participant deferral / active EE | $11,151 | $2,887+286.3% | $3,885+187.0% | $3,607+209.1% |
| Admin fee / account holder | $11,801 | $3,972+197.1% | $5,351+120.5% | $5,124+130.3% |