Filed November 5, 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 | $88,472 | $153,772-42.5% | $133,980-34.0% | $273,961-67.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 5.21% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,693 | $6,029-55.3% | $5,211-48.3% | $4,869-44.7% |
| Participant deferral / active EE | $2,853 | $6,958-59.0% | $6,282-54.6% | $5,287-46.0% |
| Admin fee / account holder | $2,346 | $11,765-80.1% | $9,324-74.8% | $10,132-76.8% |