Filed January 5, 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 | $70,138 | $56,054+25.1% | $171,082-59.0% | $62,891+11.5% |
| Participation rate | 77.6% | 62.9%+14.7pp | 76.7%+0.9pp | 69.3%+8.2pp |
| Annual return | 4.50% | 22.52%-18.0pp | 32.56%-28.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,776 | $1,731+2.6% | $4,002-55.6% | $2,281-22.1% |
| Participant deferral / active EE | $4,673 | $3,158+48.0% | $4,797-2.6% | $3,203+45.9% |
| Admin fee / account holder | $4,461 | $3,647+22.3% | $8,520-47.6% | $4,296+3.8% |