Filed July 2, 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 | $158,272 | $87,841+80.2% | $133,980+18.1% | $62,891+151.7% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 5.72% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,444 | $3,483-29.8% | $5,211-53.1% | $2,281+7.2% |
| Participant deferral / active EE | $4,383 | $4,812-8.9% | $6,282-30.2% | $3,203+36.8% |
| Admin fee / account holder | $8,093 | $5,371+50.7% | $9,324-13.2% | $4,296+88.4% |