Filed June 4, 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 | $183,510 | $132,634+38.4% | $115,768+58.5% | $137,256+33.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.4%+7.4pp | 80.0%+1.9pp |
| Annual return | 4.98% | 160.70%-155.7pp | 100.46%-95.5pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,305 | $3,360-31.4% | $2,940-21.6% | $4,156-44.5% |
| Participant deferral / active EE | $3,401 | $5,619-39.5% | $4,917-30.8% | $6,407-46.9% |
| Admin fee / account holder | $49,464 | $15,028+229.1% | $12,439+297.6% | $12,270+303.1% |