Filed February 23, 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 | $115,818 | $94,529+22.5% | $140,016-17.3% | $64,186+80.4% |
| Participation rate | 73.9% | 84.1%-10.2pp | 87.5%-13.6pp | 69.6%+4.3pp |
| Annual return | -0.13% | 7.77%-7.9pp | 651.12%-651.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,599 | $3,812-58.1% | $5,606-71.5% | $2,381-32.9% |
| Participant deferral / active EE | $4,034 | $5,250-23.2% | $6,927-41.8% | $3,470+16.3% |
| Admin fee / account holder | $13,914 | $6,741+106.4% | $10,705+30.0% | $4,888+184.7% |