Filed April 21, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,806 | $175,202+103.1% | $149,673+137.7% | $139,434+155.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -4.40% | 166.71%-171.1pp | 134.42%-138.8pp | 372.94%-377.3pp |
| Employer contribution / active EE | $18,183 | $5,474+232.1% | $4,818+277.4% | $4,751+282.7% |
| Participant deferral / active EE | $5,266 | $6,519-19.2% | $5,680-7.3% | $6,710-21.5% |
| Admin fee / account holder | $8,236 | $16,150-49.0% | $13,210-37.6% | $11,403-27.8% |