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 | $48,025 | $57,281-16.2% | $86,612-44.6% | $75,163-36.1% |
| Participation rate | 94.6% | 63.2%+31.4pp | 71.7%+22.9pp | 67.2%+27.5pp |
| Annual return | 14.70% | 2670.75%-2656.0pp | 591.07%-576.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,516 | $2,314+95.1% | $3,022+49.4% | $2,670+69.2% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,099 | $4,112+97.0% | $5,614+44.3% | $5,651+43.3% |