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 | $99,421 | $185,822-46.5% | $169,993-41.5% | $139,434-28.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.59% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,991 | $7,590-34.2% | $6,785-26.4% | $4,751+5.1% |
| Participant deferral / active EE | $2,848 | $11,622-75.5% | $10,408-72.6% | $6,710-57.6% |
| Admin fee / account holder | $908 | $15,381-94.1% | $12,815-92.9% | $11,403-92.0% |