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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,031 | $123,793-24.8% | $177,821-47.7% | $79,858+16.5% |
| Participation rate | 88.1% | 84.7%+3.4pp | 87.7%+0.4pp | 69.6%+18.5pp |
| Annual return | 7.11% | 22.82%-15.7pp | 48.32%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $2,927 | $4,095-28.5% | $5,918-50.6% | $2,471+18.4% |
| Participant deferral / active EE | $3,026 | $5,956-49.2% | $7,714-60.8% | $3,740-19.1% |
| Admin fee / account holder | $3,758 | $7,243-48.1% | $12,427-69.8% | $5,306-29.2% |