Filed March 24, 1998
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 | $87,046 | $49,791+74.8% | $78,210+11.3% | $70,131+24.1% |
| Participation rate | 75.0% | 62.3%+12.7pp | 68.7%+6.3pp | 69.5%+5.5pp |
| Annual return | 17.44% | 20.75%-3.3pp | 40.90%-23.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $657 | $1,430-54.0% | $2,034-67.7% | $2,342-71.9% |
| Participant deferral / active EE | $3,644 | $2,150+69.4% | $2,823+29.1% | $3,332+9.4% |
| Admin fee / account holder | $361 | $3,181-88.7% | $3,758-90.4% | $4,645-92.2% |