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 | $97,343 | $138,347-29.6% | $184,203-47.2% | $80,856+20.4% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.7pp | 67.6%+22.8pp |
| Annual return | 9.32% | 20.02%-10.7pp | 28.81%-19.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,780 | $4,850-22.1% | $6,427-41.2% | $2,755+37.2% |
| Participant deferral / active EE | $4,093 | $7,071-42.1% | $9,131-55.2% | $4,296-4.7% |
| Admin fee / account holder | $1,145 | $10,483-89.1% | $13,901-91.8% | $6,918-83.4% |