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 | $118,741 | $138,347-14.2% | $184,203-35.5% | $80,856+46.9% |
| Participation rate | 91.3% | 83.9%+7.4pp | 86.8%+4.5pp | 67.6%+23.7pp |
| Annual return | 8.77% | 20.02%-11.3pp | 28.81%-20.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,973 | $4,850+2.5% | $6,427-22.6% | $2,755+80.5% |
| Participant deferral / active EE | $4,088 | $7,071-42.2% | $9,131-55.2% | $4,296-4.8% |
| Admin fee / account holder | $31,351 | $10,483+199.1% | $13,901+125.5% | $6,918+353.2% |