Filed February 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,933 | $87,841-51.1% | $133,980-68.0% | $62,891-31.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 87.1%-12.1pp | 69.3%+5.7pp |
| Annual return | 6.36% | 12.05%-5.7pp | 29.30%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $536 | $3,483-84.6% | $5,211-89.7% | $2,281-76.5% |
| Participant deferral / active EE | $1,762 | $4,812-63.4% | $6,282-72.0% | $3,203-45.0% |
| Admin fee / account holder | $787 | $5,371-85.3% | $9,324-91.6% | $4,296-81.7% |