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.
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 | $141,076 | $137,414+2.7% | $189,513-25.6% | $85,850+64.3% |
| Participation rate | 86.3% | 84.6%+1.7pp | 87.8%-1.5pp | 69.3%+17.0pp |
| Annual return | 9.75% | 38.14%-28.4pp | 555.15%-545.4pp | 318.53%-308.8pp |
| Employer contribution / active EE | $4,068 | $4,344-6.4% | $6,162-34.0% | $2,565+58.6% |
| Participant deferral / active EE | $3,053 | $6,260-51.2% | $8,221-62.9% | $3,952-22.7% |
| Admin fee / account holder | $3,011 | $8,630-65.1% | $12,045-75.0% | $6,260-51.9% |