Filed February 23, 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.
Employer 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 | $106,502 | $95,416+11.6% | $185,823-42.7% | $85,850+24.1% |
| Participation rate | 98.8% | 68.8%+30.1pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 13.78% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,703 | $3,423+95.8% | $5,568+20.4% | $3,952+69.6% |
| Admin fee / account holder | $2,292 | $7,213-68.2% | $16,237-85.9% | $6,260-63.4% |