Filed August 26, 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 | $102,681 | $165,984-38.1% | $164,813-37.7% | $145,922-29.6% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.6%-4.7pp | 80.3%-6.4pp |
| Annual return | 11.31% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,161 | $5,273-59.0% | $4,341-50.2% | $4,660-53.6% |
| Participant deferral / active EE | $4,444 | $6,959-36.1% | $6,031-26.3% | $6,688-33.6% |
| Admin fee / account holder | $8,465 | $16,648-49.1% | $12,690-33.3% | $13,397-36.8% |