Filed January 27, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,379 | $54,541+10.7% | $78,778-23.4% | $70,131-13.9% |
| Participation rate | 93.6% | 60.8%+32.8pp | 69.2%+24.4pp | 69.5%+24.0pp |
| Annual return | 15.29% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,697 | $1,089+147.8% | $1,986+35.8% | $2,342+15.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,595 | $3,709+104.8% | $5,134+47.9% | $4,645+63.5% |