Filed May 1, 1998
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 | $63,205 | $96,484-34.5% | $75,886-16.7% | $152,861-58.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 13.34% | 33.98%-20.6pp | 30.76%-17.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $392 | $3,309-88.1% | $2,500-84.3% | $4,762-91.8% |
| Participant deferral / active EE | $2,893 | $4,553-36.4% | $3,603-19.7% | $5,850-50.5% |
| Admin fee / account holder | $3,735 | $8,078-53.8% | $5,418-31.1% | $11,596-67.8% |