Filed November 17, 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 | $107,072 | $82,664+29.5% | $125,339-14.6% | $68,494+56.3% |
| Participation rate | 91.1% | 75.0%+16.1pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -21.45% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,241 | $3,381-33.7% | $4,814-53.5% | $2,596-13.7% |
| Participant deferral / active EE | $7,650 | $6,110+25.2% | $7,446+2.7% | $4,027+90.0% |
| Admin fee / account holder | $6,231 | $6,275-0.7% | $10,010-37.8% | $5,403+15.3% |