Filed September 15, 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.
Participant 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 | $80,703 | $209,832-61.5% | $189,513-57.4% | $167,490-51.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $5,360 | $6,914-22.5% | $6,162-13.0% | $4,837+10.8% |
| Participant deferral / active EE | $2,118 | $8,935-76.3% | $8,221-74.2% | $6,341-66.6% |
| Admin fee / account holder | $407 | $14,293-97.2% | $12,045-96.6% | $12,309-96.7% |