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 | $132,687 | $100,041+32.6% | $149,718-11.4% | $70,131+89.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.64% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $5,059 | $3,662+38.2% | $5,445-7.1% | $2,342+116.0% |
| Participant deferral / active EE | $7,970 | $4,983+60.0% | $6,569+21.3% | $3,332+139.2% |
| Admin fee / account holder | $4,152 | $8,286-49.9% | $11,283-63.2% | $4,645-10.6% |