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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,677 | $99,985-64.3% | $146,665-75.7% | $85,850-58.4% |
| Participation rate | 98.4% | 73.1%+25.3pp | 80.1%+18.3pp | 69.3%+29.1pp |
| Annual return | 34.15% | 18.93%+15.2pp | 22.74%+11.4pp | 318.53%-284.4pp |
| Employer contribution / active EE | $1,503 | $2,559-41.2% | $4,136-63.7% | $2,565-41.4% |
| Participant deferral / active EE | $1,467 | $4,006-63.4% | $5,506-73.4% | $3,952-62.9% |
| Admin fee / account holder | $3,639 | $7,702-52.7% | $10,280-64.6% | $6,260-41.9% |