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 | $90,496 | $58,828+53.8% | $77,999+16.0% | $62,891+43.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -0.56% | 17.16%-17.7pp | 425.96%-426.5pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,876 | $1,672+12.2% | $2,470-24.0% | $2,281-17.7% |
| Participant deferral / active EE | $3,750 | $2,686+39.7% | $3,497+7.3% | $3,203+17.1% |
| Admin fee / account holder | $6,784 | $4,393+54.4% | $5,480+23.8% | $4,296+57.9% |