Filed March 18, 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 | $195,357 | $77,634+151.6% | $156,549+24.8% | $62,891+210.6% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | -2.10% | 50.32%-52.4pp | 32.23%-34.3pp | 20.14%-22.2pp |
| Employer contribution / active EE | $9,197 | $3,444+167.1% | $5,501+67.2% | $2,281+303.2% |
| Participant deferral / active EE | $6,064 | $3,045+99.1% | $4,871+24.5% | $3,203+89.3% |
| Admin fee / account holder | $3,280 | $5,561-41.0% | $13,027-74.8% | $4,296-23.6% |