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 | $63,055 | $78,422-19.6% | $95,952-34.3% | $79,858-21.0% |
| Participation rate | 85.4% | 73.5%+11.9pp | 77.1%+8.3pp | 69.6%+15.8pp |
| Annual return | 27.06% | 19.37%+7.7pp | 91.61%-64.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $1,651 | $1,945-15.1% | $2,541-35.0% | $2,471-33.2% |
| Participant deferral / active EE | $3,663 | $3,440+6.5% | $4,167-12.1% | $3,740-2.1% |
| Admin fee / account holder | $2,202 | $5,622-60.8% | $6,795-67.6% | $5,306-58.5% |