Filed May 27, 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 | $85,829 | $67,606+27.0% | $82,313+4.3% | $70,131+22.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.93% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,336 | $1,755+33.1% | $2,428-3.8% | $2,342-0.3% |
| Participant deferral / active EE | $3,094 | $2,987+3.6% | $3,706-16.5% | $3,332-7.1% |
| Admin fee / account holder | $6,566 | $4,512+45.5% | $5,608+17.1% | $4,645+41.4% |