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 | $85,079 | $125,758-32.3% | $169,993-50.0% | $75,163+13.2% |
| Participation rate | 88.4% | 83.6%+4.8pp | 87.0%+1.4pp | 67.2%+21.2pp |
| Annual return | 6.44% | 27.20%-20.8pp | 53.37%-46.9pp | 160.62%-154.2pp |
| Employer contribution / active EE | $3,532 | $4,615-23.5% | $6,785-47.9% | $2,670+32.3% |
| Participant deferral / active EE | $3,757 | $6,837-45.0% | $10,408-63.9% | $4,125-8.9% |
| Admin fee / account holder | $24,289 | $8,173+197.2% | $12,815+89.5% | $5,651+329.8% |