Filed August 25, 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 | $234,744 | $148,978+57.6% | $200,582+17.0% | $84,808+176.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.92% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $9,333 | $4,815+93.8% | $6,419+45.4% | $2,631+254.7% |
| Participant deferral / active EE | $11,217 | $7,142+57.1% | $9,331+20.2% | $4,212+166.3% |
| Admin fee / account holder | $15,962 | $13,977+14.2% | $16,305-2.1% | $7,344+117.4% |