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 | $105,564 | $110,094-4.1% | $151,611-30.4% | $68,494+54.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 87.5%+2.0pp | 67.9%+21.6pp |
| Annual return | -6.85% | -10.12%+3.3pp | 3.33%-10.2pp | -7.84%+1.0pp |
| Employer contribution / active EE | $3,795 | $4,471-15.1% | $6,166-38.4% | $2,596+46.2% |
| Participant deferral / active EE | $3,910 | $6,527-40.1% | $8,363-53.2% | $4,027-2.9% |
| Admin fee / account holder | $4,354 | $7,719-43.6% | $11,616-62.5% | $5,403-19.4% |