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 | $177,478 | $152,587+16.3% | $125,175+41.8% | $152,861+16.1% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 19.45% | 54.84%-35.4pp | 43.79%-24.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,818 | $4,946-43.0% | $3,865-27.1% | $4,762-40.8% |
| Participant deferral / active EE | $7,769 | $5,868+32.4% | $4,937+57.4% | $5,850+32.8% |
| Admin fee / account holder | $8,992 | $13,434-33.1% | $9,702-7.3% | $11,596-22.5% |