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 | $65,214 | $79,944-18.4% | $98,439-33.8% | $75,163-13.2% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.2%+21.9pp | 67.2%+29.9pp |
| Annual return | 13.47% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $377 | $2,264-83.4% | $3,048-87.6% | $2,670-85.9% |
| Participant deferral / active EE | $2,304 | $3,752-38.6% | $4,738-51.4% | $4,125-44.1% |
| Admin fee / account holder | $19,715 | $6,840+188.2% | $8,948+120.3% | $5,651+248.9% |