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 | $80,673+76.1% | $101,326+40.2% | $84,808+67.5% |
| Participation rate | 83.9% | 77.8%+6.1pp | 81.5%+2.4pp | 68.3%+15.6pp |
| Annual return | 14.22% | 38.95%-24.7pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,574 | $2,698-41.7% | $3,665-57.1% | $2,631-40.2% |
| Participant deferral / active EE | $6,166 | $6,840-9.9% | $7,994-22.9% | $4,212+46.4% |
| Admin fee / account holder | $19,053 | $12,784+49.0% | $11,185+70.3% | $7,344+159.4% |