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 | $82,872 | $80,968+2.4% | $96,544-14.2% | $75,163+10.3% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 21.57% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,102 | $2,282+35.9% | $2,965+4.6% | $2,670+16.2% |
| Participant deferral / active EE | $4,288 | $3,928+9.2% | $4,851-11.6% | $4,125+4.0% |
| Admin fee / account holder | $1,009 | $6,724-85.0% | $8,252-87.8% | $5,651-82.1% |