Filed January 20, 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 | $63,593 | $60,124+5.8% | $90,404-29.7% | $79,858-20.4% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 12.60% | 71.94%-59.3pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,730 | $2,068+80.4% | $3,262+14.4% | $2,471+51.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $334 | $3,976-91.6% | $5,611-94.1% | $5,306-93.7% |