Filed August 25, 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 | $119,214 | $110,094+8.3% | $151,611-21.4% | $68,494+74.0% |
| Participation rate | 86.0% | 84.0%+2.0pp | 87.5%-1.5pp | 67.9%+18.1pp |
| Annual return | -8.41% | -10.12%+1.7pp | 3.33%-11.7pp | -7.84%-0.6pp |
| Employer contribution / active EE | $3,855 | $4,471-13.8% | $6,166-37.5% | $2,596+48.5% |
| Participant deferral / active EE | $3,092 | $6,527-52.6% | $8,363-63.0% | $4,027-23.2% |
| Admin fee / account holder | $18,601 | $7,719+141.0% | $11,616+60.1% | $5,403+244.3% |