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 | $75,111 | $81,208-7.5% | $98,907-24.1% | $79,858-5.9% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 12.27% | 60.99%-48.7pp | 196.43%-184.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $330 | $1,960-83.2% | $2,689-87.7% | $2,471-86.7% |
| Participant deferral / active EE | $2,585 | $3,265-20.8% | $4,244-39.1% | $3,740-30.9% |
| Admin fee / account holder | $13,738 | $6,013+128.5% | $6,642+106.9% | $5,306+158.9% |