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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,822 | $109,359-20.6% | $162,163-46.5% | $72,985+19.0% |
| Participation rate | 75.6% | 84.3%-8.7pp | 87.6%-12.0pp | 69.5%+6.1pp |
| Annual return | 15.77% | 25.46%-9.7pp | 115.59%-99.8pp | 81.00%-65.2pp |
| Employer contribution / active EE | $2,393 | $3,907-38.7% | $5,614-57.4% | $2,440-1.9% |
| Participant deferral / active EE | $2,481 | $5,481-54.7% | $7,298-66.0% | $3,607-31.2% |
| Admin fee / account holder | $2,222 | $7,972-72.1% | $10,843-79.5% | $5,124-56.6% |