Filed August 25, 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 | $39,359 | $62,586-37.1% | $76,768-48.7% | $64,186-38.7% |
| Participation rate | 74.7% | 72.8%+1.9pp | 77.0%-2.3pp | 69.6%+5.1pp |
| Annual return | 0.76% | -1.95%+2.7pp | 2.43%-1.7pp | 7.63%-6.9pp |
| Employer contribution / active EE | $733 | $1,832-60.0% | $2,485-70.5% | $2,381-69.2% |
| Participant deferral / active EE | $2,393 | $3,145-23.9% | $3,852-37.9% | $3,470-31.0% |
| Admin fee / account holder | $6,529 | $4,667+39.9% | $6,675-2.2% | $4,888+33.6% |