Filed March 18, 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 | $128,452 | $77,634+65.5% | $156,549-17.9% | $62,891+104.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.70% | 50.32%-52.0pp | 32.23%-33.9pp | 20.14%-21.8pp |
| Employer contribution / active EE | $5,188 | $3,444+50.6% | $5,501-5.7% | $2,281+127.4% |
| Participant deferral / active EE | $2,786 | $3,045-8.5% | $4,871-42.8% | $3,203-13.0% |
| Admin fee / account holder | $438 | $5,561-92.1% | $13,027-96.6% | $4,296-89.8% |