Filed May 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,484 | $109,881-8.6% | $150,045-33.0% | $84,808+18.5% |
| Participation rate | 71.9% | 76.1%-4.2pp | 82.3%-10.4pp | 68.3%+3.6pp |
| Annual return | 8.18% | 28.25%-20.1pp | 62.55%-54.4pp | 40.90%-32.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,294 | $6,636+25.0% | $7,997+3.7% | $4,212+96.9% |
| Admin fee / account holder | $15,399 | $8,568+79.7% | $13,435+14.6% | $7,344+109.7% |