Filed January 4, 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 | $64,678 | $61,660+4.9% | $80,019-19.2% | $64,186+0.8% |
| Participation rate | 89.5% | 71.7%+17.8pp | 75.8%+13.6pp | 69.6%+19.9pp |
| Annual return | -4.88% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $283 | $1,810-84.4% | $2,468-88.5% | $2,381-88.1% |
| Participant deferral / active EE | $3,205 | $2,968+8.0% | $3,686-13.0% | $3,470-7.6% |
| Admin fee / account holder | $13,891 | $5,417+156.4% | $6,521+113.0% | $4,888+184.2% |