Filed December 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,198 | $83,477-74.6% | $125,175-83.1% | $72,985-71.0% |
| Participation rate | 96.9% | 73.3%+23.6pp | 79.8%+17.1pp | 69.5%+27.4pp |
| Annual return | -0.35% | 25.78%-26.1pp | 43.79%-44.1pp | 81.00%-81.4pp |
| Employer contribution / active EE | $1,267 | $2,345-46.0% | $3,865-67.2% | $2,440-48.1% |
| Participant deferral / active EE | $1,148 | $3,585-68.0% | $4,937-76.7% | $3,607-68.2% |
| Admin fee / account holder | $2,452 | $5,517-55.6% | $9,702-74.7% | $5,124-52.2% |