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 | $166,261 | $123,793+34.3% | $177,821-6.5% | $79,858+108.2% |
| Participation rate | 89.8% | 84.7%+5.1pp | 87.7%+2.1pp | 69.6%+20.2pp |
| Annual return | 10.39% | 22.82%-12.4pp | 48.32%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $4,394 | $4,095+7.3% | $5,918-25.7% | $2,471+77.9% |
| Participant deferral / active EE | $3,117 | $5,956-47.7% | $7,714-59.6% | $3,740-16.7% |
| Admin fee / account holder | $2,098 | $7,243-71.0% | $12,427-83.1% | $5,306-60.5% |