Filed December 8, 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 | $142,037 | $78,520+80.9% | $96,576+47.1% | $82,448+72.3% |
| Participation rate | 83.9% | 77.7%+6.2pp | 81.4%+2.5pp | 68.1%+15.9pp |
| Annual return | 14.22% | 41.30%-27.1pp | 38.47%-24.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,574 | $2,630-40.1% | $3,553-55.7% | $2,551-38.3% |
| Participant deferral / active EE | $6,166 | $6,754-8.7% | $7,956-22.5% | $4,139+49.0% |
| Admin fee / account holder | $19,053 | $13,455+41.6% | $11,381+67.4% | $7,234+163.4% |