Filed November 12, 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 | $53,017 | $57,065-7.1% | $75,670-29.9% | $70,131-24.4% |
| Participation rate | 93.5% | 68.1%+25.4pp | 72.3%+21.1pp | 69.5%+23.9pp |
| Annual return | 12.39% | 23.57%-11.2pp | 27.34%-15.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $285 | $1,817-84.3% | $2,352-87.9% | $2,342-87.8% |
| Participant deferral / active EE | $2,999 | $2,580+16.2% | $3,142-4.6% | $3,332-10.0% |
| Admin fee / account holder | $6,216 | $3,825+62.5% | $5,800+7.2% | $4,645+33.8% |