Filed September 24, 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.
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 | $37,744 | $87,841-57.0% | $133,980-71.8% | $62,891-40.0% |
| Participation rate | 84.1% | 83.4%+0.7pp | 87.1%-3.0pp | 69.3%+14.8pp |
| Annual return | 6.01% | 12.05%-6.0pp | 29.30%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $904 | $3,483-74.1% | $5,211-82.7% | $2,281-60.4% |
| Participant deferral / active EE | $1,720 | $4,812-64.3% | $6,282-72.6% | $3,203-46.3% |
| Admin fee / account holder | $9,324 | $5,371+73.6% | $9,3240% | $4,296+117.1% |