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 | $160,491 | $54,350+195.3% | $82,719+94.0% | $68,494+134.3% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -12.53% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $5,128 | $2,218+131.2% | $3,009+70.4% | $2,596+97.5% |
| Participant deferral / active EE | $11,011 | $3,246+239.2% | $4,395+150.5% | $4,027+173.4% |
| Admin fee / account holder | $10,457 | $4,395+137.9% | $5,329+96.2% | $5,403+93.6% |