Filed December 1, 1998 (most recent of 3 filings on file)
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.
Employer 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 | $97,866 | $549,947-82.2% | $177,821-45.0% | - |
| Participation rate | 99.0% | 87.8%+11.2pp | 87.7%+11.3pp | - |
| Annual return | 15.21% | 10.27%+4.9pp | 48.32%-33.1pp | - |
| Employer contribution / active EE | $1,894 | $3,110-39.1% | $5,918-68.0% | - |
| Participant deferral / active EE | $4,311 | $4,796-10.1% | $7,714-44.1% | - |
| Admin fee / account holder | $2,817 | $57,220-95.1% | $12,427-77.3% | - |