Filed April 28, 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 | $118,269 | $50,958+132.1% | $74,550+58.6% | $64,186+84.3% |
| Participation rate | 94.5% | 61.1%+33.5pp | 69.1%+25.4pp | 69.6%+25.0pp |
| Annual return | -7.81% | -1.86%-6.0pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $7,877 | $1,115+606.2% | $1,961+301.7% | $2,381+230.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,538 | $4,223-16.2% | $5,060-30.1% | $4,888-27.6% |