Filed August 26, 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 | $38,819 | $100,041-61.2% | $149,718-74.1% | $70,131-44.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.94% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $4,070 | $3,662+11.2% | $5,445-25.3% | $2,342+73.7% |
| Participant deferral / active EE | $1,386 | $4,983-72.2% | $6,569-78.9% | $3,332-58.4% |
| Admin fee / account holder | $365 | $8,286-95.6% | $11,283-96.8% | $4,645-92.1% |