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 | $85,669 | $137,414-37.7% | $189,513-54.8% | $85,850-0.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 14.26% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,092 | $4,344-51.9% | $6,162-66.1% | $2,565-18.5% |
| Participant deferral / active EE | $6,344 | $6,260+1.4% | $8,221-22.8% | $3,952+60.5% |
| Admin fee / account holder | $3,681 | $8,630-57.3% | $12,045-69.4% | $6,260-41.2% |