Filed October 19, 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.
Employer 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 | $117,796 | $58,828+100.2% | $77,999+51.0% | $62,891+87.3% |
| Participation rate | 73.8% | 71.1%+2.7pp | 75.5%-1.7pp | 69.3%+4.5pp |
| Annual return | 6.38% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,221 | $2,686+20.0% | $3,497-7.9% | $3,203+0.6% |
| Admin fee / account holder | $4,348 | $4,393-1.0% | $5,480-20.7% | $4,296+1.2% |