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 | $49,167 | $89,739-45.2% | $149,718-67.2% | $62,292-21.1% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+11.9pp | 69.5%+29.5pp |
| Annual return | 11.08% | 21.01%-9.9pp | 1501.63%-1490.6pp | 28.90%-17.8pp |
| Employer contribution / active EE | $2,657 | $3,233-17.8% | $5,445-51.2% | $2,042+30.1% |
| Participant deferral / active EE | $3,436 | $4,797-28.4% | $6,569-47.7% | $3,169+8.4% |
| Admin fee / account holder | $4,198 | $551+661.6% | $11,283-62.8% | $479+775.9% |