Filed August 7, 1998 (most recent of 2 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 | $74,181 | $94,529-21.5% | $140,016-47.0% | $64,186+15.6% |
| Participation rate | 79.5% | 84.1%-4.5pp | 87.5%-8.0pp | 69.6%+10.0pp |
| Annual return | -2.97% | 7.77%-10.7pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,320 | $3,812-39.2% | $5,606-58.6% | $2,381-2.6% |
| Participant deferral / active EE | $2,496 | $5,250-52.5% | $6,927-64.0% | $3,470-28.1% |
| Admin fee / account holder | $2,063 | $6,741-69.4% | $10,705-80.7% | $4,888-57.8% |