Filed June 16, 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 7-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 | $45,535 | $190,805-76.1% | $159,960-71.5% | $134,475-66.1% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -20.81% | 552.23%-573.0pp | 408.60%-429.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,309 | $4,995+6.3% | $4,226+25.6% | $4,740+12.0% |
| Participant deferral / active EE | $9,347 | $6,923+35.0% | $6,182+51.2% | $6,400+46.1% |
| Admin fee / account holder | $6,818 | $10,471-34.9% | $8,698-21.6% | $11,426-40.3% |