Filed June 1, 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 | $67,952 | $100,041-32.1% | $149,718-54.6% | $70,131-3.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 0.70% | 27.43%-26.7pp | 1501.63%-1500.9pp | 73.14%-72.4pp |
| Employer contribution / active EE | $6,152 | $3,662+68.0% | $5,445+13.0% | $2,342+162.6% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,068 | $8,286-26.8% | $11,283-46.2% | $4,645+30.6% |