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 | $187,804 | $115,882+62.1% | $100,516+86.8% | $158,922+18.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.75% | 34.79%-24.0pp | 30.89%-20.1pp | 302.83%-292.1pp |
| Employer contribution / active EE | $9,128 | $4,103+122.5% | $3,418+167.1% | $4,761+91.7% |
| Participant deferral / active EE | $6,326 | $6,674-5.2% | $6,270+0.9% | $5,982+5.7% |
| Admin fee / account holder | $25,063 | $10,995+127.9% | $8,081+210.1% | $11,246+122.9% |