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 | $96,816 | $86,929+11.4% | $102,423-5.5% | $80,856+19.7% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.6pp |
| Annual return | 16.00% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,215 | $2,369-48.7% | $3,023-59.8% | $2,755-55.9% |
| Participant deferral / active EE | $4,477 | $4,118+8.7% | $5,053-11.4% | $4,296+4.2% |
| Admin fee / account holder | $1,056 | $8,049-86.9% | $9,451-88.8% | $6,918-84.7% |