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 | $121,168 | $81,947+47.9% | $105,387+15.0% | $72,985+66.0% |
| Participation rate | 95.2% | 76.5%+18.6pp | 82.6%+12.6pp | 69.5%+25.7pp |
| Annual return | 20.16% | 42.90%-22.7pp | 26.82%-6.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $3,822 | $3,468+10.2% | $4,213-9.3% | $2,440+56.7% |
| Participant deferral / active EE | $5,201 | $4,494+15.7% | $5,502-5.5% | $3,607+44.2% |
| Admin fee / account holder | $7,445 | $6,258+19.0% | $6,559+13.5% | $5,124+45.3% |