Filed January 26, 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 | $122,517 | $106,515+15.0% | $96,683+26.7% | $139,434-12.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.78% | 38.43%-31.6pp | 35.69%-28.9pp | 372.94%-366.2pp |
| Employer contribution / active EE | $13,101 | $4,103+219.3% | $3,737+250.6% | $4,751+175.8% |
| Participant deferral / active EE | $3,259 | $5,454-40.2% | $4,878-33.2% | $6,710-51.4% |
| Admin fee / account holder | $104,954 | $7,877+1232.4% | $6,730+1459.6% | $11,403+820.4% |