Filed August 14, 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 | $66,920 | $90,503-26.1% | $78,689-15.0% | $273,961-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.18% | 75.60%-75.4pp | 62.18%-62.0pp | 41.45%-41.3pp |
| Employer contribution / active EE | $4,593 | $3,176+44.6% | $2,851+61.1% | $4,869-5.7% |
| Participant deferral / active EE | $8,627 | $3,901+121.1% | $3,517+145.3% | $5,287+63.2% |
| Admin fee / account holder | $39,493 | $5,263+650.4% | $4,510+775.6% | $10,132+289.8% |