Filed August 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,022 | $94,529+17.4% | $140,016-20.7% | $64,186+73.0% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | -0.74% | 7.77%-8.5pp | 651.12%-651.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $3,421 | $3,812-10.3% | $5,606-39.0% | $2,381+43.7% |
| Participant deferral / active EE | $2,231 | $5,250-57.5% | $6,927-67.8% | $3,470-35.7% |
| Admin fee / account holder | $4,666 | $6,741-30.8% | $10,705-56.4% | $4,888-4.5% |