Filed April 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 | $105,027 | $87,841+19.6% | $133,980-21.6% | $62,891+67.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.74% | 12.05%-5.3pp | 29.30%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,231 | $3,483-7.2% | $5,211-38.0% | $2,281+41.7% |
| Participant deferral / active EE | $3,396 | $4,812-29.4% | $6,282-45.9% | $3,203+6.0% |
| Admin fee / account holder | $1,629 | $5,371-69.7% | $9,324-82.5% | $4,296-62.1% |