Filed March 5, 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 | $50,994 | $87,841-41.9% | $133,980-61.9% | $62,891-18.9% |
| Participation rate | 95.5% | 83.4%+12.1pp | 87.1%+8.4pp | 69.3%+26.1pp |
| Annual return | 25.44% | 12.05%+13.4pp | 29.30%-3.9pp | 20.14%+5.3pp |
| Employer contribution / active EE | $9,091 | $3,483+161.0% | $5,211+74.4% | $2,281+298.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,429 | $5,371-73.4% | $9,324-84.7% | $4,296-66.7% |