Filed December 17, 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.
Employer 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 | $86,747 | $167,484-48.2% | $151,611-42.8% | $134,475-35.5% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -9.12% | 7.80%-16.9pp | 3.33%-12.4pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,171 | $6,829-82.9% | $6,166-81.0% | $4,740-75.3% |
| Participant deferral / active EE | $3,310 | $8,986-63.2% | $8,363-60.4% | $6,400-48.3% |
| Admin fee / account holder | $7,575 | $13,783-45.0% | $11,616-34.8% | $11,426-33.7% |