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 | $210,494 | $124,185+69.5% | $108,410+94.2% | $167,490+25.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.06% | 1379.64%-1369.6pp | 905.27%-895.2pp | 478.56%-468.5pp |
| Employer contribution / active EE | $9,265 | $4,187+121.3% | $3,558+160.4% | $4,837+91.5% |
| Participant deferral / active EE | $6,208 | $6,908-10.1% | $6,563-5.4% | $6,341-2.1% |
| Admin fee / account holder | $9,236 | $9,455-2.3% | $7,295+26.6% | $12,309-25.0% |