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 | $46,516 | $54,350-14.4% | $82,719-43.8% | $68,494-32.1% |
| Participation rate | 94.6% | 63.9%+30.7pp | 72.6%+22.1pp | 67.9%+26.8pp |
| Annual return | -13.95% | -13.67%-0.3pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,777 | $2,218+115.4% | $3,009+58.8% | $2,596+84.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,572 | $4,395-64.2% | $5,329-70.5% | $5,403-70.9% |