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 | $133,922+37.0% | $116,228+57.9% | $142,382+28.9% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 4.98% | 147.76%-142.8pp | 90.06%-85.1pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,305 | $3,446-33.1% | $2,994-23.0% | $4,299-46.4% |
| Participant deferral / active EE | $3,401 | $5,672-40.0% | $4,953-31.3% | $6,507-47.7% |
| Admin fee / account holder | $49,464 | $14,945+231.0% | $11,989+312.6% | $12,624+291.8% |