Filed July 23, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $150,063 | $106,749+40.6% | $145,433+3.2% | $82,448+82.0% |
| Participation rate | 93.7% | 75.6%+18.0pp | 82.1%+11.5pp | 68.1%+25.6pp |
| Annual return | 10.12% | 27.59%-17.5pp | 66.58%-56.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $6,926 | $3,444+101.1% | $4,554+52.1% | $2,551+171.5% |
| Participant deferral / active EE | $7,004 | $6,519+7.4% | $7,897-11.3% | $4,139+69.2% |
| Admin fee / account holder | $24,698 | $8,390+194.4% | $13,129+88.1% | $7,234+241.4% |