Filed April 16, 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.
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 | $97,859 | $110,094-11.1% | $151,611-35.5% | $68,494+42.9% |
| Participation rate | 82.8% | 84.0%-1.2pp | 87.5%-4.7pp | 67.9%+14.9pp |
| Annual return | -13.99% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,295 | $6,527-34.2% | $8,363-48.7% | $4,027+6.6% |
| Admin fee / account holder | $7,945 | $7,719+2.9% | $11,616-31.6% | $5,403+47.1% |