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 | $218,595 | $80,673+171.0% | $101,326+115.7% | $84,808+157.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 9.60% | 38.95%-29.4pp | 36.82%-27.2pp | 40.90%-31.3pp |
| Employer contribution / active EE | $10,427 | $2,698+286.5% | $3,665+184.5% | $2,631+296.3% |
| Participant deferral / active EE | $10,812 | $6,840+58.1% | $7,994+35.3% | $4,212+156.7% |
| Admin fee / account holder | $6,966 | $12,784-45.5% | $11,185-37.7% | $7,344-5.1% |