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 | $119,843 | $93,170+28.6% | $100,534+19.2% | $84,808+41.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 17.54% | 47.13%-29.6pp | 32.66%-15.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,222 | $3,985+5.9% | $4,346-2.9% | $2,631+60.5% |
| Participant deferral / active EE | $4,991 | $5,699-12.4% | $6,144-18.8% | $4,212+18.5% |
| Admin fee / account holder | $2,614 | $7,382-64.6% | $7,654-65.8% | $7,344-64.4% |