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 | $196,728 | $77,503+153.8% | $100,391+96.0% | $80,856+143.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 10.20% | 37.20%-27.0pp | 49.20%-39.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $10,395 | $2,801+271.1% | $3,942+163.7% | $2,755+277.3% |
| Participant deferral / active EE | $11,119 | $6,820+63.0% | $8,082+37.6% | $4,296+158.8% |
| Admin fee / account holder | $8,697 | $5,897+47.5% | $7,899+10.1% | $6,918+25.7% |