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 | $32,520 | $201,272-83.8% | $184,203-82.3% | $145,922-77.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.47% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,580 | $7,022-49.0% | $6,427-44.3% | $4,660-23.2% |
| Participant deferral / active EE | $2,609 | $9,806-73.4% | $9,131-71.4% | $6,688-61.0% |
| Admin fee / account holder | $6,108 | $16,364-62.7% | $13,901-56.1% | $13,397-54.4% |