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 | $187,449 | $142,344+31.7% | $119,609+56.7% | $134,475+39.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,835 | $5,222-26.6% | $4,232-9.4% | $4,740-19.1% |
| Participant deferral / active EE | $9,994 | $6,469+54.5% | $5,602+78.4% | $6,400+56.2% |
| Admin fee / account holder | $6,569 | $13,584-51.6% | $10,323-36.4% | $11,426-42.5% |