Filed December 30, 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 | $78,710 | $87,841-10.4% | $133,980-41.3% | $62,891+25.2% |
| Participation rate | 84.0% | 83.4%+0.6pp | 87.1%-3.1pp | 69.3%+14.7pp |
| Annual return | 5.17% | 12.05%-6.9pp | 29.30%-24.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,680 | $3,483-51.8% | $5,211-67.8% | $2,281-26.3% |
| Participant deferral / active EE | $1,641 | $4,812-65.9% | $6,282-73.9% | $3,203-48.8% |
| Admin fee / account holder | $2,168 | $5,371-59.6% | $9,324-76.8% | $4,296-49.5% |