Filed January 14, 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 | $59,840 | $54,726+9.3% | $68,793-13.0% | $64,186-6.8% |
| Participation rate | 88.7% | 68.0%+20.7pp | 72.2%+16.5pp | 69.6%+19.2pp |
| Annual return | -3.55% | -1.62%-1.9pp | -4.63%+1.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,335 | $1,846+26.5% | $2,625-11.1% | $2,381-1.9% |
| Participant deferral / active EE | $3,497 | $2,626+33.2% | $3,311+5.6% | $3,470+0.8% |
| Admin fee / account holder | $7,463 | $4,027+85.3% | $5,131+45.5% | $4,888+52.7% |