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 | $170,272 | $72,277+135.6% | $101,248+68.2% | $79,858+113.2% |
| Participation rate | 70.2% | 68.5%+1.8pp | 75.8%-5.6pp | 69.6%+0.6pp |
| Annual return | 24.16% | 22.30%+1.9pp | 46.47%-22.3pp | 31.71%-7.6pp |
| Employer contribution / active EE | $955 | $2,692-64.5% | $3,660-73.9% | $2,471-61.3% |
| Participant deferral / active EE | $5,617 | $3,282+71.2% | $4,370+28.5% | $3,740+50.2% |
| Admin fee / account holder | $9,264 | $4,400+110.5% | $5,945+55.8% | $5,306+74.6% |