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 | $151,378 | $54,762+176.4% | $90,281+67.7% | $72,985+107.4% |
| Participation rate | 82.8% | 65.1%+17.6pp | 73.3%+9.5pp | 69.5%+13.3pp |
| Annual return | 2.54% | 30.63%-28.1pp | 78.10%-75.6pp | 81.00%-78.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,417 | $2,887+87.6% | $3,885+39.4% | $3,607+50.2% |
| Admin fee / account holder | $26,807 | $3,972+574.9% | $5,351+401.0% | $5,124+423.1% |