Filed June 19, 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 | $37,680 | $65,685-42.6% | $57,179-34.1% | $273,961-86.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | -2.96% | 21.99%-24.9pp | 14.59%-17.5pp | 41.45%-44.4pp |
| Employer contribution / active EE | $4,085 | $3,279+24.6% | $2,682+52.3% | $4,869-16.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,020 | $4,835-78.9% | $3,139-67.5% | $10,132-89.9% |