Filed July 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.
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 | $55,396 | $100,041-44.6% | $149,718-63.0% | $70,131-21.0% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.1%-2.7pp | 69.5%+14.8pp |
| Annual return | 21.01% | 27.43%-6.4pp | 1501.63%-1480.6pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,607 | $3,662-56.1% | $5,445-70.5% | $2,342-31.4% |
| Participant deferral / active EE | $4,580 | $4,983-8.1% | $6,569-30.3% | $3,332+37.5% |
| Admin fee / account holder | $1,689 | $8,286-79.6% | $11,283-85.0% | $4,645-63.6% |