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 | $157,949 | $97,044+62.8% | $83,333+89.5% | $135,375+16.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.46% | 12.31%-14.8pp | 10.63%-13.1pp | 519.73%-522.2pp |
| Employer contribution / active EE | $7,044 | $4,143+70.0% | $3,379+108.5% | $4,779+47.4% |
| Participant deferral / active EE | $4,532 | $5,964-24.0% | $5,565-18.6% | $5,609-19.2% |
| Admin fee / account holder | $7,299 | $8,380-12.9% | $7,510-2.8% | $10,827-32.6% |