Filed March 3, 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.
Participant 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 | $47,855 | $185,822-74.2% | $169,993-71.8% | $139,434-65.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 133.39% | 60.50%+72.9pp | 53.37%+80.0pp | 372.94%-239.6pp |
| Employer contribution / active EE | $3,013 | $7,590-60.3% | $6,785-55.6% | $4,751-36.6% |
| Participant deferral / active EE | $1,936 | $11,622-83.3% | $10,408-81.4% | $6,710-71.2% |
| Admin fee / account holder | $5,808 | $15,381-62.2% | $12,815-54.7% | $11,403-49.1% |