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 | $137,677 | $88,370+55.8% | $112,977+21.9% | $79,858+72.4% |
| Participation rate | 96.6% | 76.8%+19.8pp | 82.6%+14.0pp | 69.6%+26.9pp |
| Annual return | 14.06% | 23.16%-9.1pp | 24.24%-10.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,163 | $3,398+22.5% | $4,255-2.2% | $2,471+68.5% |
| Participant deferral / active EE | $5,785 | $4,536+27.6% | $5,836-0.9% | $3,740+54.7% |
| Admin fee / account holder | $11,251 | $5,750+95.7% | $6,294+78.8% | $5,306+112.0% |