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.
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 | $49,914 | $100,041-50.1% | $149,718-66.7% | $70,131-28.8% |
| Participation rate | 81.4% | 83.6%-2.2pp | 87.1%-5.7pp | 69.5%+11.9pp |
| Annual return | 18.14% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,800 | $3,662-50.8% | $5,445-66.9% | $2,342-23.2% |
| Participant deferral / active EE | $1,855 | $4,983-62.8% | $6,569-71.8% | $3,332-44.3% |
| Admin fee / account holder | $1,644 | $8,286-80.2% | $11,283-85.4% | $4,645-64.6% |