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 | $113,073 | $125,758-10.1% | $169,993-33.5% | $75,163+50.4% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.0%+3.4pp | 67.2%+23.2pp |
| Annual return | 10.08% | 27.20%-17.1pp | 53.37%-43.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $3,975 | $4,615-13.9% | $6,785-41.4% | $2,670+48.9% |
| Participant deferral / active EE | $3,360 | $6,837-50.9% | $10,408-67.7% | $4,125-18.5% |
| Admin fee / account holder | $14,403 | $8,173+76.2% | $12,815+12.4% | $5,651+154.9% |