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 | $75,421 | $87,013-13.3% | $106,213-29.0% | $80,856-6.7% |
| Participation rate | 96.7% | 70.4%+26.2pp | 75.3%+21.4pp | 67.6%+29.0pp |
| Annual return | 10.65% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $355 | $2,395-85.2% | $3,171-88.8% | $2,755-87.1% |
| Participant deferral / active EE | $2,404 | $3,986-39.7% | $5,016-52.1% | $4,296-44.0% |
| Admin fee / account holder | $851 | $8,431-89.9% | $11,033-92.3% | $6,918-87.7% |