Filed June 29, 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 | $110,280 | $88,042+25.3% | $138,135-20.2% | $79,858+38.1% |
| Participation rate | 71.7% | 71.4%+0.3pp | 78.7%-7.0pp | 69.6%+2.1pp |
| Annual return | 17.72% | 20.58%-2.9pp | 20.51%-2.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,118 | $3,103-64.0% | $5,587-80.0% | $2,471-54.7% |
| Participant deferral / active EE | $3,845 | $4,704-18.3% | $6,431-40.2% | $3,740+2.8% |
| Admin fee / account holder | $6,614 | $7,791-15.1% | $11,856-44.2% | $5,306+24.6% |