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 | $124,508 | $89,753+38.7% | $107,525+15.8% | $84,808+46.8% |
| Participation rate | 76.7% | 68.1%+8.6pp | 75.1%+1.6pp | 68.3%+8.4pp |
| Annual return | 17.33% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,506 | $4,056-38.2% | $5,116-51.0% | $4,212-40.5% |
| Admin fee / account holder | $9,690 | $7,222+34.2% | $8,919+8.6% | $7,344+31.9% |