Filed May 7, 1999 (most recent of 2 filings on file)
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 | $53,788 | $100,041-46.2% | $149,718-64.1% | $70,131-23.3% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 11.94% | 27.43%-15.5pp | 1501.63%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,849 | $3,662-49.5% | $5,445-66.1% | $2,342-21.1% |
| Participant deferral / active EE | $2,546 | $4,983-48.9% | $6,569-61.2% | $3,332-23.6% |
| Admin fee / account holder | $19,931 | $8,286+140.5% | $11,283+76.6% | $4,645+329.1% |