Filed December 13, 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 | $221,464 | $135,635+63.3% | $110,238+100.9% | $135,375+63.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.36% | 513.19%-522.5pp | 314.74%-324.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,870 | $4,906-21.1% | $3,826+1.1% | $4,779-19.0% |
| Participant deferral / active EE | $11,682 | $5,506+112.2% | $4,672+150.1% | $5,609+108.3% |
| Admin fee / account holder | $4,238 | $11,457-63.0% | $8,547-50.4% | $10,827-60.9% |