Filed September 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,962 | $160,055-40.7% | $140,016-32.2% | $135,375-29.9% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -10.43% | 911.38%-921.8pp | 651.12%-661.5pp | 519.73%-530.2pp |
| Employer contribution / active EE | $5,892 | $6,420-8.2% | $5,606+5.1% | $4,779+23.3% |
| Participant deferral / active EE | $2,567 | $7,642-66.4% | $6,927-62.9% | $5,609-54.2% |
| Admin fee / account holder | $2,932 | $13,328-78.0% | $10,705-72.6% | $10,827-72.9% |