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 | $51,171 | $167,484-69.4% | $151,611-66.2% | $134,475-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.53% | 7.80%-32.3pp | 3.33%-27.9pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,112 | $6,829-54.4% | $6,166-49.5% | $4,740-34.4% |
| Participant deferral / active EE | $1,703 | $8,986-81.0% | $8,363-79.6% | $6,400-73.4% |
| Admin fee / account holder | $763 | $13,783-94.5% | $11,616-93.4% | $11,426-93.3% |