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 | $103,268 | $103,966-0.7% | $112,887-8.5% | $75,163+37.4% |
| Participation rate | 93.4% | 75.7%+17.7pp | 80.5%+12.9pp | 67.2%+26.2pp |
| Annual return | 14.19% | 24.54%-10.3pp | 34.10%-19.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,062 | $3,870+5.0% | $4,563-11.0% | $2,670+52.2% |
| Participant deferral / active EE | $5,093 | $5,456-6.6% | $6,513-21.8% | $4,125+23.5% |
| Admin fee / account holder | $28,225 | $7,663+268.3% | $7,047+300.5% | $5,651+399.5% |