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 | $215,614 | $91,190+136.4% | $178,490+20.8% | $79,858+170.0% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 4.54% | 24.19%-19.6pp | 151.07%-146.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $9,806 | $3,256+201.2% | $5,011+95.7% | $2,471+296.9% |
| Participant deferral / active EE | $5,767 | $3,236+78.2% | $5,202+10.9% | $3,740+54.2% |
| Admin fee / account holder | $5,225 | $6,751-22.6% | $13,984-62.6% | $5,306-1.5% |