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 | $214,747 | $85,202+152.0% | $172,739+24.3% | $72,985+194.2% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.1pp |
| Annual return | 4.34% | 27.32%-23.0pp | 802.84%-798.5pp | 81.00%-76.7pp |
| Employer contribution / active EE | $10,076 | $3,324+203.1% | $5,143+95.9% | $2,440+313.0% |
| Participant deferral / active EE | $5,865 | $3,260+79.9% | $5,198+12.8% | $3,607+62.6% |
| Admin fee / account holder | $36,610 | $5,884+522.2% | $13,954+162.4% | $5,124+614.4% |