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 | $50,907 | $101,724-50.0% | $164,813-69.1% | $80,856-37.0% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 11.04% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,321 | $2,953+12.5% | $4,341-23.5% | $2,755+20.6% |
| Participant deferral / active EE | $1,592 | $4,477-64.4% | $6,031-73.6% | $4,296-62.9% |
| Admin fee / account holder | $6,138 | $8,227-25.4% | $12,690-51.6% | $6,918-11.3% |