Filed November 23, 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 | $80,370 | $183,963-56.3% | $162,163-50.4% | $152,861-47.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.19% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,773 | $6,371-40.8% | $5,614-32.8% | $4,762-20.8% |
| Participant deferral / active EE | $1,510 | $8,034-81.2% | $7,298-79.3% | $5,850-74.2% |
| Admin fee / account holder | $29,715 | $13,121+126.5% | $10,843+174.1% | $11,596+156.2% |