Filed December 11, 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 | $43,225 | $78,672-45.1% | $109,143-60.4% | $85,850-49.7% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.7pp |
| Annual return | 11.18% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,908 | $2,735-30.2% | $3,722-48.7% | $2,565-25.6% |
| Participant deferral / active EE | $4,889 | $3,467+41.0% | $4,653+5.1% | $3,952+23.7% |
| Admin fee / account holder | $1,064 | $5,469-80.5% | $6,752-84.2% | $6,260-83.0% |