Filed May 17, 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 | $41,970 | $183,963-77.2% | $162,163-74.1% | $152,861-72.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 15.22% | 150.76%-135.5pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,873 | $6,371-70.6% | $5,614-66.6% | $4,762-60.7% |
| Participant deferral / active EE | $857 | $8,034-89.3% | $7,298-88.3% | $5,850-85.3% |
| Admin fee / account holder | $585 | $13,121-95.5% | $10,843-94.6% | $11,596-95.0% |