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 | $97,286 | $71,480+36.1% | $90,782+7.2% | $64,186+51.6% |
| Participation rate | 93.7% | 77.6%+16.1pp | 82.7%+11.0pp | 69.6%+24.1pp |
| Annual return | -5.42% | -4.25%-1.2pp | -3.42%-2.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,690 | $3,415+8.1% | $4,105-10.1% | $2,381+55.0% |
| Participant deferral / active EE | $4,910 | $4,302+14.1% | $5,366-8.5% | $3,470+41.5% |
| Admin fee / account holder | $1,130 | $6,309-82.1% | $5,908-80.9% | $4,888-76.9% |