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 | $78,246 | $138,347-43.4% | $184,203-57.5% | $80,856-3.2% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 17.68% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,364 | $4,850-51.3% | $6,427-63.2% | $2,755-14.2% |
| Participant deferral / active EE | $5,966 | $7,071-15.6% | $9,131-34.7% | $4,296+38.9% |
| Admin fee / account holder | $2,363 | $10,483-77.5% | $13,901-83.0% | $6,918-65.8% |