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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,989 | $54,726-76.3% | $68,793-81.1% | $64,186-79.8% |
| Participation rate | 84.4% | 68.0%+16.3pp | 72.2%+12.1pp | 69.6%+14.8pp |
| Annual return | 6.06% | -1.62%+7.7pp | -4.63%+10.7pp | 7.63%-1.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $688 | $2,626-73.8% | $3,311-79.2% | $3,470-80.2% |
| Admin fee / account holder | $953 | $4,027-76.3% | $5,131-81.4% | $4,888-80.5% |