Filed May 18, 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 8-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 | $88,726 | $77,813+14.0% | $123,544-28.2% | $64,186+38.2% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.5pp |
| Annual return | 17.99% | 12.48%+5.5pp | 119.20%-101.2pp | 7.63%+10.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,644 | $5,240-30.5% | $6,426-43.3% | $3,470+5.0% |
| Admin fee / account holder | $4,456 | $5,519-19.3% | $9,284-52.0% | $4,888-8.8% |