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 | $59,437 | $50,958+16.6% | $74,550-20.3% | $64,186-7.4% |
| Participation rate | 97.5% | 61.1%+36.4pp | 69.1%+28.3pp | 69.6%+27.9pp |
| Annual return | 0.20% | -1.86%+2.1pp | 32.53%-32.3pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,759 | $1,115+147.4% | $1,961+40.7% | $2,381+15.9% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,464 | $4,223-65.3% | $5,060-71.1% | $4,888-70.0% |