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 | $163,529 | $82,523+98.2% | $115,752+41.3% | $70,131+133.2% |
| Participation rate | 97.7% | 74.0%+23.7pp | 77.8%+20.0pp | 69.5%+28.2pp |
| Annual return | 24.58% | 28.22%-3.6pp | 19.41%+5.2pp | 73.14%-48.6pp |
| Employer contribution / active EE | $5,777 | $2,758+109.4% | $3,492+65.4% | $2,342+146.6% |
| Participant deferral / active EE | $15,733 | $4,062+287.3% | $5,204+202.3% | $3,332+372.2% |
| Admin fee / account holder | $17,482 | $4,552+284.1% | $6,278+178.5% | $4,645+276.3% |