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 | $137,599 | $125,758+9.4% | $169,993-19.1% | $75,163+83.1% |
| Participation rate | 90.2% | 83.6%+6.6pp | 87.0%+3.2pp | 67.2%+23.0pp |
| Annual return | 10.68% | 27.20%-16.5pp | 53.37%-42.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,078 | $6,837-55.0% | $10,408-70.4% | $4,125-25.4% |
| Admin fee / account holder | $6,810 | $8,173-16.7% | $12,815-46.9% | $5,651+20.5% |