Filed September 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,078 | $79,523-3.1% | $140,016-45.0% | $56,287+36.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -8.78% | 2.39%-11.2pp | 651.12%-659.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $3,438 | $3,350+2.6% | $5,606-38.7% | $2,111+62.9% |
| Participant deferral / active EE | $5,461 | $5,129+6.5% | $6,927-21.2% | $3,350+63.0% |
| Admin fee / account holder | $365 | $614-40.5% | $10,705-96.6% | $521-29.9% |