Filed November 8, 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 | $109,592 | $78,672+39.3% | $109,143+0.4% | $85,850+27.7% |
| Participation rate | 87.2% | 68.3%+19.0pp | 75.9%+11.4pp | 69.3%+17.9pp |
| Annual return | 12.13% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,554 | $3,467-26.3% | $4,653-45.1% | $3,952-35.4% |
| Admin fee / account holder | $12,034 | $5,469+120.0% | $6,752+78.2% | $6,260+92.2% |