Filed October 12, 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 | $228,301 | $64,348+254.8% | $90,160+153.2% | $70,131+225.5% |
| Participation rate | 95.0% | 70.4%+24.6pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 4.74% | 28.13%-23.4pp | 34.88%-30.1pp | 73.14%-68.4pp |
| Employer contribution / active EE | $7,086 | $2,046+246.4% | $3,318+113.6% | $2,342+202.5% |
| Participant deferral / active EE | $5,664 | $4,389+29.1% | $5,288+7.1% | $3,332+70.0% |
| Admin fee / account holder | $8,331 | $3,944+111.3% | $5,943+40.2% | $4,645+79.4% |