Filed December 30, 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 | $83,116 | $171,865-51.6% | $149,718-44.5% | $147,584-43.7% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 12.67% | 2113.22%-2100.5pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,909 | $6,275-69.6% | $5,445-64.9% | $4,876-60.8% |
| Participant deferral / active EE | $1,650 | $7,271-77.3% | $6,569-74.9% | $5,439-69.7% |
| Admin fee / account holder | $19,367 | $13,799+40.3% | $11,283+71.7% | $10,885+77.9% |