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 | $87,816 | $94,625-7.2% | $116,228-24.4% | $84,808+3.5% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.6%+18.8pp | 68.3%+25.0pp |
| Annual return | 13.58% | 20.40%-6.8pp | 90.06%-76.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $431 | $2,347-81.6% | $2,994-85.6% | $2,631-83.6% |
| Participant deferral / active EE | $2,755 | $3,972-30.6% | $4,953-44.4% | $4,212-34.6% |
| Admin fee / account holder | $5,226 | $10,091-48.2% | $11,989-56.4% | $7,344-28.8% |