Filed April 9, 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 | $131,169 | $73,933+77.4% | $96,683+35.7% | $75,163+74.5% |
| Participation rate | 92.8% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.6pp |
| Annual return | 3.98% | 26.70%-22.7pp | 35.69%-31.7pp | 160.62%-156.6pp |
| Employer contribution / active EE | $18,671 | $2,928+537.7% | $3,737+399.7% | $2,670+599.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,184 | $5,216-19.8% | $6,730-37.8% | $5,651-26.0% |