Filed April 14, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,954 | $171,865-47.1% | $149,718-39.2% | $147,584-38.4% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 12.30% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,427 | $6,275-77.3% | $5,445-73.8% | $4,876-70.7% |
| Participant deferral / active EE | $2,478 | $7,271-65.9% | $6,569-62.3% | $5,439-54.4% |
| Admin fee / account holder | $8,874 | $13,799-35.7% | $11,283-21.3% | $10,885-18.5% |