Filed May 6, 1998 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,883 | $60,349-35.6% | $74,183-47.6% | $62,891-38.2% |
| Participation rate | 70.8% | 72.7%-1.9pp | 76.6%-5.8pp | 69.3%+1.5pp |
| Annual return | 8.49% | 21.37%-12.9pp | 17.74%-9.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,498 | $1,680-10.8% | $2,370-36.8% | $2,281-34.3% |
| Participant deferral / active EE | $3,688 | $2,856+29.1% | $3,550+3.9% | $3,203+15.1% |
| Admin fee / account holder | $2,833 | $4,261-33.5% | $5,586-49.3% | $4,296-34.1% |