Filed December 21, 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 | $45,344 | $87,841-48.4% | $133,980-66.2% | $62,891-27.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.53% | 12.05%-7.5pp | 29.30%-24.8pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,118 | $3,483-67.9% | $5,211-78.5% | $2,281-51.0% |
| Participant deferral / active EE | $3,130 | $4,812-35.0% | $6,282-50.2% | $3,203-2.3% |
| Admin fee / account holder | $2,313 | $5,371-56.9% | $9,324-75.2% | $4,296-46.1% |