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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,562 | $77,813-86.4% | $123,544-91.5% | $64,186-83.5% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | 7.70% | 12.48%-4.8pp | 119.20%-111.5pp | 7.63%+0.1pp |
| Employer contribution / active EE | $4,535 | $3,014+50.5% | $4,628-2.0% | $2,381+90.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $576 | $5,519-89.6% | $9,284-93.8% | $4,888-88.2% |