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.
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 | $120,874 | $137,414-12.0% | $189,513-36.2% | $85,850+40.8% |
| Participation rate | 98.9% | 84.6%+14.3pp | 87.8%+11.1pp | 69.3%+29.6pp |
| Annual return | 17.75% | 38.14%-20.4pp | 555.15%-537.4pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,114 | $4,344-51.3% | $6,162-65.7% | $2,565-17.6% |
| Participant deferral / active EE | $4,875 | $6,260-22.1% | $8,221-40.7% | $3,952+23.4% |
| Admin fee / account holder | $4,739 | $8,630-45.1% | $12,045-60.7% | $6,260-24.3% |