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 | $103,570 | $86,286+20.0% | $111,297-6.9% | $85,850+20.6% |
| Participation rate | 89.2% | 73.3%+15.9pp | 77.3%+11.9pp | 69.3%+19.9pp |
| Annual return | 13.12% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,645 | $2,043+29.4% | $2,731-3.2% | $2,565+3.1% |
| Participant deferral / active EE | $3,897 | $3,641+7.0% | $4,487-13.2% | $3,952-1.4% |
| Admin fee / account holder | $11,749 | $8,188+43.5% | $7,964+47.5% | $6,260+87.7% |