Filed December 28, 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 | $170,982 | $131,829+29.7% | $108,579+57.5% | $273,961-37.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.88% | -91.57%+97.4pp | -51.70%+57.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,247 | $4,912-54.3% | $3,758-40.2% | $4,869-53.9% |
| Participant deferral / active EE | $6,668 | $5,127+30.1% | $4,311+54.7% | $5,287+26.1% |
| Admin fee / account holder | $6,948 | $10,252-32.2% | $7,645-9.1% | $10,132-31.4% |