Filed August 31, 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 | $88,393 | $94,529-6.5% | $140,016-36.9% | $64,186+37.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.06% | 7.77%-15.8pp | 651.12%-659.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,010 | $3,812+5.2% | $5,606-28.5% | $2,381+68.4% |
| Participant deferral / active EE | $3,255 | $5,250-38.0% | $6,927-53.0% | $3,470-6.2% |
| Admin fee / account holder | $1,231 | $6,741-81.7% | $10,705-88.5% | $4,888-74.8% |