Filed July 16, 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 | $227,243 | $71,883+216.1% | $86,677+162.2% | $68,494+231.8% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -17.04% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $12,850 | $2,173+491.4% | $2,836+353.0% | $2,596+394.9% |
| Participant deferral / active EE | $12,469 | $3,779+230.0% | $4,656+167.8% | $4,027+209.6% |
| Admin fee / account holder | $17,808 | $6,112+191.4% | $7,493+137.7% | $5,403+229.6% |