Filed June 2, 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 | $147,935 | $82,286+79.8% | $68,791+115.0% | $134,475+10.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.62% | -2.19%-22.4pp | -6.38%-18.2pp | 417.96%-442.6pp |
| Employer contribution / active EE | $3,141 | $3,301-4.8% | $2,655+18.3% | $4,740-33.7% |
| Participant deferral / active EE | $5,025 | $4,739+6.0% | $3,941+27.5% | $6,400-21.5% |
| Admin fee / account holder | $3,961 | $6,481-38.9% | $4,932-19.7% | $11,426-65.3% |