Filed December 1, 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 | $203,430 | $88,672+129.4% | $105,223+93.3% | $82,448+146.7% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 13.08% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,323 | $3,048+41.8% | $3,689+17.2% | $2,551+69.5% |
| Participant deferral / active EE | $9,169 | $4,036+127.2% | $5,072+80.8% | $4,139+121.5% |
| Admin fee / account holder | $17,393 | $7,146+143.4% | $8,859+96.3% | $7,234+140.4% |