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.
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 | $150,063 | $109,881+36.6% | $150,0450% | $84,808+76.9% |
| Participation rate | 93.7% | 76.1%+17.6pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 10.12% | 28.25%-18.1pp | 62.55%-52.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $6,926 | $3,561+94.5% | $4,693+47.6% | $2,631+163.3% |
| Participant deferral / active EE | $7,004 | $6,636+5.5% | $7,997-12.4% | $4,212+66.3% |
| Admin fee / account holder | $24,698 | $8,568+188.3% | $13,435+83.8% | $7,344+236.3% |