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 | $64,297 | $125,758-48.9% | $169,993-62.2% | $75,163-14.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 14.76% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,101 | $4,615-54.5% | $6,785-69.0% | $2,670-21.3% |
| Participant deferral / active EE | $4,891 | $6,837-28.5% | $10,408-53.0% | $4,125+18.6% |
| Admin fee / account holder | $12,432 | $8,173+52.1% | $12,815-3.0% | $5,651+120.0% |