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 | $134,144 | $65,365+105.2% | $92,893+44.4% | $72,985+83.8% |
| Participation rate | 78.0% | 68.3%+9.7pp | 76.0%+2.0pp | 69.5%+8.6pp |
| Annual return | 25.52% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,060 | $2,594-59.1% | $3,653-71.0% | $2,440-56.6% |
| Participant deferral / active EE | $5,995 | $3,128+91.6% | $4,236+41.5% | $3,607+66.2% |
| Admin fee / account holder | $10,364 | $4,251+143.8% | $5,794+78.9% | $5,124+102.3% |