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 | $102,779 | $148,978-31.0% | $200,582-48.8% | $84,808+21.2% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 12.06% | 28.16%-16.1pp | 42.33%-30.3pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,296 | $4,815-31.5% | $6,419-48.6% | $2,631+25.3% |
| Participant deferral / active EE | $3,615 | $7,142-49.4% | $9,331-61.3% | $4,212-14.2% |
| Admin fee / account holder | $441 | $13,977-96.8% | $16,305-97.3% | $7,344-94.0% |