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 | $131,821 | $148,978-11.5% | $200,582-34.3% | $84,808+55.4% |
| Participation rate | 96.9% | 84.2%+12.7pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 15.77% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,346 | $4,815-51.3% | $6,419-63.4% | $2,631-10.8% |
| Participant deferral / active EE | $6,529 | $7,142-8.6% | $9,331-30.0% | $4,212+55.0% |
| Admin fee / account holder | $11,378 | $13,977-18.6% | $16,305-30.2% | $7,344+54.9% |