Filed October 12, 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 | $237,692 | $58,577+305.8% | $83,333+185.2% | $64,186+270.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 2.64% | 9.65%-7.0pp | 10.63%-8.0pp | 7.63%-5.0pp |
| Employer contribution / active EE | $7,079 | $2,098+237.3% | $3,379+109.5% | $2,381+197.3% |
| Participant deferral / active EE | $6,154 | $4,654+32.2% | $5,565+10.6% | $3,470+77.4% |
| Admin fee / account holder | $5,187 | $9,275-44.1% | $7,510-30.9% | $4,888+6.1% |