Filed November 23, 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 | $70,885 | $160,055-55.7% | $140,016-49.4% | $135,375-47.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.35% | 911.38%-920.7pp | 651.12%-660.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,286 | $6,420-48.8% | $5,606-41.4% | $4,779-31.2% |
| Participant deferral / active EE | $1,332 | $7,642-82.6% | $6,927-80.8% | $5,609-76.3% |
| Admin fee / account holder | $609 | $13,328-95.4% | $10,705-94.3% | $10,827-94.4% |