Filed June 18, 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 9-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 | $71,831 | $116,462-38.3% | $455,481-84.2% | $116,462-38.3% |
| Participation rate | 83.1% | 74.7%+8.4pp | 71.0%+12.1pp | 74.7%+8.4pp |
| Annual return | 22.81% | 15.65%+7.2pp | -2.82%+25.6pp | 15.65%+7.2pp |
| Employer contribution / active EE | $3,237 | $3,231+0.2% | $5,016-35.5% | $3,231+0.2% |
| Participant deferral / active EE | $6,241 | $3,836+62.7% | $3,583+74.2% | $3,836+62.7% |
| Admin fee / account holder | $7,488 | $12,754-41.3% | $17,461-57.1% | $12,754-41.3% |