Filed January 24, 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 | $23,295 | $49,177-52.6% | $79,464-70.7% | $64,186-63.7% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.2pp |
| Annual return | -7.77% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,492 | $2,076-28.1% | $2,800-46.7% | $2,381-37.3% |
| Participant deferral / active EE | $3,079 | $2,821+9.1% | $3,704-16.9% | $3,470-11.3% |
| Admin fee / account holder | $4,613 | $3,839+20.2% | $5,113-9.8% | $4,888-5.6% |