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 | $128,798 | $89,355+44.1% | $141,162-8.8% | $72,985+76.5% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 26.40% | 111.85%-85.4pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $763 | $3,114-75.5% | $4,735-83.9% | $2,440-68.7% |
| Participant deferral / active EE | $6,037 | $5,418+11.4% | $6,709-10.0% | $3,607+67.3% |
| Admin fee / account holder | $5,983 | $5,958+0.4% | $10,261-41.7% | $5,124+16.7% |