Filed January 21, 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 | $141,248 | $148,978-5.2% | $200,582-29.6% | $84,808+66.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.99% | 28.16%-6.2pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $4,185 | $4,815-13.1% | $6,419-34.8% | $2,631+59.1% |
| Participant deferral / active EE | $4,981 | $7,142-30.3% | $9,331-46.6% | $4,212+18.3% |
| Admin fee / account holder | $1,748 | $13,977-87.5% | $16,305-89.3% | $7,344-76.2% |