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 | $108,825-57.4% | $156,181-70.3% | $82,448-43.8% |
| Participation rate | 84.0% | 72.4%+11.6pp | 78.8%+5.2pp | 68.1%+15.9pp |
| Annual return | 7.89% | 20.59%-12.7pp | 64.87%-57.0pp | 41.64%-33.8pp |
| Employer contribution / active EE | $2,734 | $2,870-4.7% | $4,294-36.3% | $2,551+7.2% |
| Participant deferral / active EE | $5,220 | $4,577+14.0% | $6,132-14.9% | $4,139+26.1% |
| Admin fee / account holder | $32,162 | $9,341+244.3% | $14,586+120.5% | $7,234+344.6% |