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 | $69,038 | $77,813-11.3% | $123,544-44.1% | $64,186+7.6% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.0pp |
| Annual return | -4.69% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $993 | $3,014-67.1% | $4,628-78.5% | $2,381-58.3% |
| Participant deferral / active EE | $3,479 | $5,240-33.6% | $6,426-45.9% | $3,470+0.3% |
| Admin fee / account holder | $4,568 | $5,519-17.2% | $9,284-50.8% | $4,888-6.5% |