Filed January 21, 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 | $158,558 | $183,963-13.8% | $162,163-2.2% | $152,861+3.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 15.16% | 150.76%-135.6pp | 115.59%-100.4pp | 345.32%-330.2pp |
| Employer contribution / active EE | $76 | $6,371-98.8% | $5,614-98.7% | $4,762-98.4% |
| Participant deferral / active EE | $3,426 | $8,034-57.4% | $7,298-53.1% | $5,850-41.4% |
| Admin fee / account holder | $669 | $13,121-94.9% | $10,843-93.8% | $11,596-94.2% |