Filed February 24, 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 | $124,801 | $63,346+97.0% | $92,233+35.3% | $70,131+78.0% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 18.07% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $746 | $2,471-69.8% | $3,679-79.7% | $2,342-68.1% |
| Participant deferral / active EE | $4,530 | $2,854+58.8% | $3,897+16.3% | $3,332+36.0% |
| Admin fee / account holder | $26,868 | $3,840+599.7% | $5,194+417.3% | $4,645+478.4% |