Filed November 30, 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 | $117,679 | $100,041+17.6% | $149,718-21.4% | $70,131+67.8% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 11.59% | 27.43%-15.8pp | 1501.63%-1490.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $4,177 | $3,662+14.1% | $5,445-23.3% | $2,342+78.3% |
| Participant deferral / active EE | $3,052 | $4,983-38.7% | $6,569-53.5% | $3,332-8.4% |
| Admin fee / account holder | $1,364 | $8,286-83.5% | $11,283-87.9% | $4,645-70.6% |