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 | $82,547 | $82,664-0.1% | $125,339-34.1% | $68,494+20.5% |
| Participation rate | 82.9% | 75.0%+7.8pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,218 | $3,381-64.0% | $4,814-74.7% | $2,596-53.1% |
| Participant deferral / active EE | $4,548 | $6,110-25.6% | $7,446-38.9% | $4,027+12.9% |
| Admin fee / account holder | $732 | $6,275-88.3% | $10,010-92.7% | $5,403-86.4% |