Filed February 12, 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 | $121,891 | $82,664+47.5% | $125,339-2.8% | $68,494+78.0% |
| Participation rate | 98.3% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -20.98% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $5,978 | $3,381+76.8% | $4,814+24.2% | $2,596+130.3% |
| Participant deferral / active EE | $7,091 | $6,110+16.0% | $7,446-4.8% | $4,027+76.1% |
| Admin fee / account holder | $737 | $6,275-88.2% | $10,010-92.6% | $5,403-86.4% |