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 | $68,951 | $71,883-4.1% | $86,677-20.5% | $68,494+0.7% |
| Participation rate | 82.2% | 72.2%+10.0pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -18.77% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,183 | $2,173-45.5% | $2,836-58.3% | $2,596-54.4% |
| Participant deferral / active EE | $3,954 | $3,779+4.6% | $4,656-15.1% | $4,027-1.8% |
| Admin fee / account holder | $18,264 | $6,112+198.8% | $7,493+143.7% | $5,403+238.0% |