Filed June 22, 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 | $99,066 | $72,492+36.7% | $87,100+13.7% | $72,985+35.7% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 20.46% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $556 | $1,894-70.6% | $2,521-78.0% | $2,440-77.2% |
| Participant deferral / active EE | $2,616 | $3,270-20.0% | $4,049-35.4% | $3,607-27.5% |
| Admin fee / account holder | $537 | $5,055-89.4% | $7,497-92.8% | $5,124-89.5% |