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 | $153,933 | $144,119+6.8% | $117,854+30.6% | $147,584+4.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.84% | 531.15%-519.3pp | 335.08%-323.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,518 | $4,896-48.6% | $3,786-33.5% | $4,876-48.4% |
| Participant deferral / active EE | $7,221 | $5,316+35.8% | $4,482+61.1% | $5,439+32.8% |
| Admin fee / account holder | $67,388 | $10,886+519.0% | $8,020+740.2% | $10,885+519.1% |