Filed November 12, 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 | $61,047 | $58,927+3.6% | $76,817-20.5% | $72,985-16.4% |
| Participation rate | 79.5% | 67.3%+12.2pp | 72.1%+7.5pp | 69.5%+10.1pp |
| Annual return | 9.26% | 2305.64%-2296.4pp | 1166.11%-1156.8pp | 81.00%-71.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $2,690-53.8% | $3,336-62.7% | $3,607-65.5% |
| Admin fee / account holder | $3,432 | $4,013-14.5% | $6,420-46.5% | $5,124-33.0% |