Filed December 13, 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 | $219,297 | $131,829+66.4% | $108,579+102.0% | $273,961-20.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.22% | -91.57%+100.8pp | -51.70%+60.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $4,048 | $4,912-17.6% | $3,758+7.7% | $4,869-16.9% |
| Participant deferral / active EE | $11,726 | $5,127+128.7% | $4,311+172.0% | $5,287+121.8% |
| Admin fee / account holder | $1,724 | $10,252-83.2% | $7,645-77.5% | $10,132-83.0% |