Filed December 23, 1998
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,341 | $109,413-57.6% | $156,263-70.3% | $84,808-45.4% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 7.89% | 20.18%-12.3pp | 59.47%-51.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,734 | $2,907-6.0% | $4,333-36.9% | $2,631+3.9% |
| Participant deferral / active EE | $5,220 | $4,590+13.7% | $6,158-15.2% | $4,212+23.9% |
| Admin fee / account holder | $32,162 | $9,357+243.7% | $14,255+125.6% | $7,344+337.9% |