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 | $207,401 | $162,781+27.4% | $133,956+54.8% | $158,922+30.5% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 11.64% | 41.94%-30.3pp | 45.09%-33.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,790 | $4,975-43.9% | $3,919-28.8% | $4,761-41.4% |
| Participant deferral / active EE | $7,168 | $5,911+21.3% | $5,048+42.0% | $5,982+19.8% |
| Admin fee / account holder | $11,363 | $11,736-3.2% | $8,927+27.3% | $11,246+1.0% |