Filed February 12, 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 | $128,767 | $85,766+50.1% | $136,294-5.5% | $70,131+83.6% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 21.60% | 31.45%-9.9pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,525 | $2,966-14.9% | $4,695-46.2% | $2,342+7.8% |
| Participant deferral / active EE | $5,546 | $5,051+9.8% | $6,247-11.2% | $3,332+66.5% |
| Admin fee / account holder | $2,151 | $5,420-60.3% | $9,243-76.7% | $4,645-53.7% |