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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,493 | $63,764-74.1% | $81,930-79.9% | $79,858-79.3% |
| Participation rate | 76.7% | 67.5%+9.2pp | 72.0%+4.7pp | 69.6%+7.0pp |
| Annual return | 11.26% | 22.66%-11.4pp | 29.49%-18.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $983 | $2,780-64.6% | $7,107-86.2% | $3,740-73.7% |
| Admin fee / account holder | $798 | $4,426-82.0% | $5,158-84.5% | $5,306-85.0% |