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.
Participant 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 | $136,452 | $110,094+23.9% | $151,611-10.0% | $68,494+99.2% |
| Participation rate | 84.3% | 84.0%+0.4pp | 87.5%-3.2pp | 67.9%+16.4pp |
| Annual return | -12.97% | -10.12%-2.8pp | 3.33%-16.3pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,268 | $4,471-4.5% | $6,166-30.8% | $2,596+64.4% |
| Participant deferral / active EE | $2,946 | $6,527-54.9% | $8,363-64.8% | $4,027-26.9% |
| Admin fee / account holder | $13,883 | $7,719+79.9% | $11,616+19.5% | $5,403+157.0% |