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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,225 | $65,041+23.3% | $90,951-11.8% | $79,858+0.5% |
| Participation rate | 98.6% | 61.6%+37.0pp | 69.0%+29.6pp | 69.6%+29.0pp |
| Annual return | 6.61% | 30.45%-23.8pp | 134.60%-128.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $2,876 | $1,247+130.6% | $2,122+35.5% | $2,471+16.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,894 | $4,536-14.2% | $5,959-34.7% | $5,306-26.6% |