Filed October 27, 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 | $34,955 | $65,365-46.5% | $92,893-62.4% | $72,985-52.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 17.86% | 42.10%-24.2pp | 109.41%-91.6pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,581 | $2,594-39.0% | $3,653-56.7% | $2,440-35.2% |
| Participant deferral / active EE | $4,241 | $3,128+35.6% | $4,236+0.1% | $3,607+17.6% |
| Admin fee / account holder | $8,846 | $4,251+108.1% | $5,794+52.7% | $5,124+72.6% |