Filed January 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,283 | $102,966-17.2% | $90,281-5.5% | $152,861-44.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -2.68% | 95.16%-97.8pp | 78.10%-80.8pp | 345.32%-348.0pp |
| Employer contribution / active EE | $9,894 | $3,139+215.2% | $2,854+246.6% | $4,762+107.7% |
| Participant deferral / active EE | $8,556 | $4,281+99.8% | $3,885+120.2% | $5,850+46.3% |
| Admin fee / account holder | $120,354 | $6,171+1850.4% | $5,351+2149.1% | $11,596+937.9% |