Filed November 8, 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 | $163,662 | $109,413+49.6% | $156,263+4.7% | $84,808+93.0% |
| Participation rate | 78.0% | 72.7%+5.3pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 15.82% | 20.18%-4.4pp | 59.47%-43.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,858 | $2,907+67.1% | $4,333+12.1% | $2,631+84.6% |
| Participant deferral / active EE | $7,747 | $4,590+68.8% | $6,158+25.8% | $4,212+83.9% |
| Admin fee / account holder | $2,797 | $9,357-70.1% | $14,255-80.4% | $7,344-61.9% |