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 | $72,403 | $44,103+64.2% | $75,826-4.5% | $64,186+12.8% |
| Participation rate | 87.8% | 62.7%+25.1pp | 68.2%+19.6pp | 69.6%+18.2pp |
| Annual return | -7.52% | -4.72%-2.8pp | 1914.15%-1921.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $797 | $1,446-44.9% | $1,913-58.4% | $2,381-66.5% |
| Participant deferral / active EE | $4,294 | $2,204+94.8% | $2,862+50.0% | $3,470+23.8% |
| Admin fee / account holder | $6,371 | $3,506+81.7% | $4,726+34.8% | $4,888+30.3% |