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 | $160,154 | $148,978+7.5% | $200,582-20.2% | $84,808+88.8% |
| Participation rate | 78.1% | 84.2%-6.1pp | 86.9%-8.8pp | 68.3%+9.8pp |
| Annual return | 16.21% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,618 | $7,142-49.3% | $9,331-61.2% | $4,212-14.1% |
| Admin fee / account holder | $1,039 | $13,977-92.6% | $16,305-93.6% | $7,344-85.8% |