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 | $70,250+2.3% | $386,318-81.4% | $116,875-38.5% |
| Participation rate | 83.1% | 68.3%+14.8pp | 67.7%+15.4pp | 74.5%+8.5pp |
| Annual return | 22.81% | 17.57%+5.2pp | -2.64%+25.5pp | 16.29%+6.5pp |
| Employer contribution / active EE | $3,237 | $2,512+28.8% | $4,025-19.6% | $3,288-1.6% |
| Participant deferral / active EE | $6,241 | $3,180+96.2% | $3,524+77.1% | $3,885+60.7% |
| Admin fee / account holder | $7,488 | $7,267+3.0% | $16,179-53.7% | $12,263-38.9% |