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 | $236,161 | $63,346+272.8% | $92,233+156.0% | $70,131+236.7% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 16.98% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,269 | $2,471-8.2% | $3,679-38.3% | $2,342-3.1% |
| Participant deferral / active EE | $8,249 | $2,854+189.0% | $3,897+111.7% | $3,332+147.6% |
| Admin fee / account holder | $6,320 | $3,840+64.6% | $5,194+21.7% | $4,645+36.0% |