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 | $178,147 | $65,409+172.4% | $98,442+81.0% | $85,850+107.5% |
| Participation rate | 79.3% | 65.0%+14.3pp | 73.3%+6.0pp | 69.3%+10.0pp |
| Annual return | 12.43% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $8,547 | $2,168+294.3% | $2,960+188.8% | $2,565+233.2% |
| Participant deferral / active EE | $11,175 | $3,166+252.9% | $4,276+161.3% | $3,952+182.8% |
| Admin fee / account holder | $29,470 | $4,593+541.7% | $5,949+395.4% | $6,260+370.8% |