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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,180 | $76,552+4.7% | $123,892-35.3% | $62,891+27.5% |
| Participation rate | 77.0% | 73.0%+4.1pp | 81.4%-4.4pp | 69.3%+7.7pp |
| Annual return | 6.82% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,869 | $2,883-35.2% | $4,617-59.5% | $2,281-18.1% |
| Participant deferral / active EE | $5,442 | $4,840+12.4% | $5,984-9.1% | $3,203+69.9% |
| Admin fee / account holder | $30,572 | $4,826+533.5% | $8,357+265.8% | $4,296+611.7% |