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.
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 | $98,338 | $110,094-10.7% | $151,611-35.1% | $68,494+43.6% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -13.94% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,937 | $4,471+10.4% | $6,166-19.9% | $2,596+90.2% |
| Participant deferral / active EE | $2,516 | $6,527-61.5% | $8,363-69.9% | $4,027-37.5% |
| Admin fee / account holder | $11,500 | $7,719+49.0% | $11,616-1.0% | $5,403+112.9% |