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 | $107,809 | $78,422+37.5% | $95,952+12.4% | $79,858+35.0% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 12.75% | 19.37%-6.6pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,168 | $1,945-40.0% | $2,541-54.0% | $2,471-52.7% |
| Participant deferral / active EE | $3,419 | $3,440-0.6% | $4,167-17.9% | $3,740-8.6% |
| Admin fee / account holder | $740 | $5,622-86.8% | $6,795-89.1% | $5,306-86.1% |