Filed June 9, 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 | $71,075 | $85,766-17.1% | $136,294-47.9% | $70,131+1.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.68% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,124 | $2,966-62.1% | $4,695-76.1% | $2,342-52.0% |
| Participant deferral / active EE | $3,938 | $5,051-22.0% | $6,247-37.0% | $3,332+18.2% |
| Admin fee / account holder | $5,233 | $5,420-3.5% | $9,243-43.4% | $4,645+12.6% |