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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,133 | $185,822-41.8% | $169,993-36.4% | $139,434-22.4% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 9.56% | 60.50%-50.9pp | 53.37%-43.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,354 | $7,590-82.2% | $6,785-80.0% | $4,751-71.5% |
| Participant deferral / active EE | $3,695 | $11,622-68.2% | $10,408-64.5% | $6,710-44.9% |
| Admin fee / account holder | $5,968 | $15,381-61.2% | $12,815-53.4% | $11,403-47.7% |