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 | $92,731 | $69,010+34.4% | $159,960-42.0% | $68,494+35.4% |
| Participation rate | 73.2% | 65.4%+7.8pp | 78.0%-4.7pp | 67.9%+5.4pp |
| Annual return | -20.42% | -9.65%-10.8pp | 408.60%-429.0pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,963 | $2,213-11.3% | $4,226-53.5% | $2,596-24.4% |
| Participant deferral / active EE | $6,535 | $4,212+55.2% | $6,182+5.7% | $4,027+62.3% |
| Admin fee / account holder | $9,652 | $4,798+101.2% | $8,698+11.0% | $5,403+78.7% |