Filed November 22, 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 | $101,618 | $75,963+33.8% | $97,995+3.7% | $70,131+44.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 15.64% | 19.26%-3.6pp | 23.94%-8.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,673 | $3,278+12.0% | $4,158-11.7% | $2,342+56.8% |
| Participant deferral / active EE | $5,226 | $4,053+28.9% | $5,097+2.5% | $3,332+56.9% |
| Admin fee / account holder | $1,433 | $5,407-73.5% | $5,943-75.9% | $4,645-69.2% |