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 | $133,069 | $58,512+127.4% | $84,015+58.4% | $72,985+82.3% |
| Participation rate | 97.4% | 61.2%+36.2pp | 69.0%+28.4pp | 69.5%+27.9pp |
| Annual return | 20.16% | 28.93%-8.8pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,410 | $1,163+451.2% | $1,983+223.2% | $2,440+162.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,489 | $4,569+85.8% | $6,101+39.2% | $5,124+65.7% |