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 | $130,867 | $148,978-12.2% | $200,582-34.8% | $84,808+54.3% |
| Participation rate | 96.5% | 84.2%+12.3pp | 86.9%+9.6pp | 68.3%+28.2pp |
| Annual return | 10.17% | 28.16%-18.0pp | 42.33%-32.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $4,322 | $4,815-10.2% | $6,419-32.7% | $2,631+64.3% |
| Participant deferral / active EE | $3,972 | $7,142-44.4% | $9,331-57.4% | $4,212-5.7% |
| Admin fee / account holder | $2,691 | $13,977-80.7% | $16,305-83.5% | $7,344-63.4% |