Filed January 15, 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 | $114,090 | $54,350+109.9% | $82,719+37.9% | $68,494+66.6% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -19.53% | -13.67%-5.9pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $5,724 | $2,218+158.1% | $3,009+90.2% | $2,596+120.5% |
| Participant deferral / active EE | $9,400 | $3,246+189.6% | $4,395+113.9% | $4,027+133.4% |
| Admin fee / account holder | $67,530 | $4,395+1436.4% | $5,329+1167.2% | $5,403+1149.9% |