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 | $82,501 | $76,367+8.0% | $93,606-11.9% | $72,985+13.0% |
| Participation rate | 88.9% | 71.7%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 19.89% | 25.82%-5.9pp | 32.76%-12.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $372 | $2,275-83.6% | $2,718-86.3% | $2,440-84.7% |
| Participant deferral / active EE | $3,181 | $3,538-10.1% | $4,069-21.8% | $3,607-11.8% |
| Admin fee / account holder | $2,422 | $6,838-64.6% | $7,888-69.3% | $5,124-52.7% |