Filed March 23, 1998
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 | $171,302 | $181,894-5.8% | $156,549+9.4% | $273,961-37.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 1.24% | 30.74%-29.5pp | 32.23%-31.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $3,262 | $6,248-47.8% | $5,501-40.7% | $4,869-33.0% |
| Participant deferral / active EE | $6,015 | $5,550+8.4% | $4,871+23.5% | $5,287+13.8% |
| Admin fee / account holder | $11,215 | $15,559-27.9% | $13,027-13.9% | $10,132+10.7% |