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 | $100,722 | $61,272+64.4% | $149,673-32.7% | $71,457+41.0% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.3pp | 67.9%+31.2pp |
| Annual return | 16.08% | 35.85%-19.8pp | 134.42%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,399 | $2,917+187.9% | $5,680+47.9% | $4,289+95.8% |
| Admin fee / account holder | $4,157 | $1,261+229.6% | $13,210-68.5% | $1,587+161.9% |