Filed July 14, 1998 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,446 | $109,359-40.2% | $162,163-59.6% | $72,985-10.3% |
| Participation rate | 84.4% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 20.05% | 25.46%-5.4pp | 115.59%-95.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,799 | $3,907-54.0% | $5,614-68.0% | $2,440-26.3% |
| Participant deferral / active EE | $4,908 | $5,481-10.5% | $7,298-32.8% | $3,607+36.0% |
| Admin fee / account holder | $3,539 | $7,972-55.6% | $10,843-67.4% | $5,124-30.9% |