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 | $115,774 | $122,239-5.3% | $184,203-37.1% | $74,495+55.4% |
| Participation rate | 97.0% | 85.5%+11.6pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 14.59% | 19.95%-5.4pp | 28.81%-14.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,343 | $4,537-48.4% | $6,427-63.5% | $2,623-10.7% |
| Participant deferral / active EE | $5,746 | $7,139-19.5% | $9,131-37.1% | $4,346+32.2% |
| Admin fee / account holder | $20,507 | $1,260+1528.0% | $13,901+47.5% | $1,942+956.1% |