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 | $141,988 | $98,463+44.2% | $119,258+19.1% | $85,850+65.4% |
| Participation rate | 98.5% | 77.6%+20.9pp | 82.7%+15.8pp | 69.3%+29.2pp |
| Annual return | 13.54% | 38.53%-25.0pp | 30.69%-17.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,115 | $3,698+11.3% | $4,384-6.1% | $2,565+60.4% |
| Participant deferral / active EE | $5,554 | $4,942+12.4% | $6,111-9.1% | $3,952+40.5% |
| Admin fee / account holder | $2,491 | $7,493-66.8% | $7,226-65.5% | $6,260-60.2% |