Filed July 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.
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 | $176,016 | $57,281+207.3% | $86,612+103.2% | $75,163+134.2% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 12.99% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $7,309 | $2,314+215.8% | $3,022+141.8% | $2,670+173.8% |
| Participant deferral / active EE | $12,863 | $3,318+287.7% | $4,438+189.9% | $4,125+211.8% |
| Admin fee / account holder | $17,277 | $4,112+320.2% | $5,614+207.7% | $5,651+205.7% |