Filed April 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $186,093 | $74,927+148.4% | $101,794+82.8% | $84,808+119.4% |
| Participation rate | 98.6% | 61.4%+37.1pp | 69.2%+29.4pp | 68.3%+30.2pp |
| Annual return | 12.41% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $10,870 | $1,522+614.3% | $2,289+374.9% | $2,631+313.1% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $42,578 | $6,514+553.7% | $8,777+385.1% | $7,344+479.8% |