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 | $49,674 | $201,272-75.3% | $184,203-73.0% | $145,922-66.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.45% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,950 | $7,022-58.0% | $6,427-54.1% | $4,660-36.7% |
| Participant deferral / active EE | $2,059 | $9,806-79.0% | $9,131-77.5% | $6,688-69.2% |
| Admin fee / account holder | $663 | $16,364-96.0% | $13,901-95.2% | $13,397-95.1% |