Filed June 29, 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 | $120,563 | $100,326+20.2% | $180,183-33.1% | $84,808+42.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 8.55% | 17.86%-9.3pp | 27.86%-19.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,045 | $3,269-37.4% | $5,039-59.4% | $2,631-22.3% |
| Participant deferral / active EE | $7,130 | $5,066+40.7% | $6,822+4.5% | $4,212+69.3% |
| Admin fee / account holder | $17,886 | $9,674+84.9% | $19,975-10.5% | $7,344+143.6% |