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 | $193,518 | $99,640+94.2% | $86,436+123.9% | $134,475+43.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.84% | 6782.58%-6792.4pp | 4394.89%-4404.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $9,961 | $4,400+126.4% | $3,769+164.3% | $4,740+110.2% |
| Participant deferral / active EE | $8,024 | $7,246+10.7% | $6,952+15.4% | $6,400+25.4% |
| Admin fee / account holder | $3,515 | $8,371-58.0% | $6,731-47.8% | $11,426-69.2% |