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 | $184,578 | $54,705+237.4% | $71,209+159.2% | $84,808+117.6% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.4pp | 68.3%+22.9pp |
| Annual return | 9.57% | 35.90%-26.3pp | 282.51%-272.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,815 | $2,158+76.8% | $2,721+40.2% | $2,631+45.0% |
| Participant deferral / active EE | $11,585 | $3,030+282.3% | $4,175+177.5% | $4,212+175.1% |
| Admin fee / account holder | $9,824 | $4,863+102.0% | $5,349+83.7% | $7,344+33.8% |