Filed February 17, 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 | $138,065 | $58,828+134.7% | $77,999+77.0% | $62,891+119.5% |
| Participation rate | 91.8% | 71.1%+20.7pp | 75.5%+16.2pp | 69.3%+22.5pp |
| Annual return | 7.77% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,625 | $1,672+57.0% | $2,470+6.3% | $2,281+15.1% |
| Participant deferral / active EE | $5,468 | $2,686+103.6% | $3,497+56.4% | $3,203+70.7% |
| Admin fee / account holder | $9,089 | $4,393+106.9% | $5,480+65.9% | $4,296+111.6% |