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 | $54,127 | $73,933-26.8% | $96,683-44.0% | $75,163-28.0% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | 15.65% | 26.70%-11.1pp | 35.69%-20.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,766 | $2,928-39.7% | $3,737-52.7% | $2,670-33.9% |
| Participant deferral / active EE | $5,346 | $3,659+46.1% | $4,878+9.6% | $4,125+29.6% |
| Admin fee / account holder | $1,534 | $5,216-70.6% | $6,730-77.2% | $5,651-72.8% |