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 | $42,253 | $73,933-42.8% | $96,683-56.3% | $75,163-43.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.56% | 26.70%-16.1pp | 35.69%-25.1pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,138 | $2,928-27.0% | $3,737-42.8% | $2,670-19.9% |
| Participant deferral / active EE | $6,144 | $3,659+67.9% | $4,878+26.0% | $4,125+48.9% |
| Admin fee / account holder | $3,786 | $5,216-27.4% | $6,730-43.7% | $5,651-33.0% |