Filed June 16, 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 | $137,598 | $72,114+90.8% | $108,745+26.5% | $62,891+118.8% |
| Participation rate | 97.5% | 74.6%+22.9pp | 77.7%+19.8pp | 69.3%+28.2pp |
| Annual return | 8.97% | 13.41%-4.4pp | 46.22%-37.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,932 | $2,694+120.2% | $3,323+78.5% | $2,281+160.1% |
| Participant deferral / active EE | $15,503 | $4,044+283.3% | $5,121+202.7% | $3,203+384.0% |
| Admin fee / account holder | $3,126 | $4,608-32.2% | $6,144-49.1% | $4,296-27.2% |