Filed August 3, 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 | $213,822 | $56,897+275.8% | $84,750+152.3% | $62,891+240.0% |
| Participation rate | 97.9% | 68.5%+29.3pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 8.88% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,277 | $2,400-5.1% | $3,574-36.3% | $2,281-0.2% |
| Participant deferral / active EE | $7,664 | $2,709+182.9% | $3,712+106.5% | $3,203+139.3% |
| Admin fee / account holder | $529 | $3,581-85.2% | $5,332-90.1% | $4,296-87.7% |