Filed December 31, 1999 (most recent of 2 filings on file)
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 | $76,088 | $110,094-30.9% | $151,611-49.8% | $68,494+11.1% |
| Participation rate | 84.9% | 84.0%+0.9pp | 87.5%-2.6pp | 67.9%+17.0pp |
| Annual return | -18.49% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,480 | $4,471-44.5% | $6,166-59.8% | $2,596-4.5% |
| Participant deferral / active EE | $6,949 | $6,527+6.5% | $8,363-16.9% | $4,027+72.5% |
| Admin fee / account holder | $19,811 | $7,719+156.7% | $11,616+70.6% | $5,403+266.7% |