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 | $50,875 | $78,422-35.1% | $95,952-47.0% | $79,858-36.3% |
| Participation rate | 81.1% | 73.5%+7.6pp | 77.1%+4.0pp | 69.6%+11.4pp |
| Annual return | 10.25% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $631 | $1,945-67.6% | $2,541-75.2% | $2,471-74.5% |
| Participant deferral / active EE | $1,851 | $3,440-46.2% | $4,167-55.6% | $3,740-50.5% |
| Admin fee / account holder | $5,603 | $5,622-0.3% | $6,795-17.5% | $5,306+5.6% |