Filed June 28, 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 | $196,565 | $142,405+38.0% | $115,157+70.7% | $152,861+28.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -17.74% | 41.48%-59.2pp | 35.60%-53.3pp | 345.32%-363.1pp |
| Employer contribution / active EE | $10,682 | $4,010+166.4% | $3,179+236.0% | $4,762+124.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,668 | $8,462-33.0% | $7,088-20.0% | $11,596-51.1% |