Filed July 23, 1998 (most recent of 2 filings on file)
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 | $93,423 | $85,766+8.9% | $136,294-31.5% | $70,131+33.2% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 20.20% | 31.45%-11.3pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,267 | $2,966-23.6% | $4,695-51.7% | $2,342-3.2% |
| Participant deferral / active EE | $4,970 | $5,051-1.6% | $6,247-20.4% | $3,332+49.2% |
| Admin fee / account holder | $5,207 | $5,420-3.9% | $9,243-43.7% | $4,645+12.1% |