Filed October 28, 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 4-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 | $10,482 | $99,918-89.5% | $81,382-87.1% | $145,922-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 34.32%-26.3pp | 24.73%-16.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,387 | $2,978-19.8% | $2,463-3.1% | $4,660-48.8% |
| Participant deferral / active EE | $1,260 | $4,605-72.6% | $3,883-67.6% | $6,688-81.2% |
| Admin fee / account holder | $457 | $8,212-94.4% | $5,768-92.1% | $13,397-96.6% |