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 | $145,709 | $98,750+47.6% | $149,696-2.7% | $79,858+82.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 20.36% | 27.43%-7.1pp | 276.60%-256.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $847 | $3,216-73.7% | $4,644-81.8% | $2,471-65.7% |
| Participant deferral / active EE | $6,970 | $5,680+22.7% | $6,842+1.9% | $3,740+86.4% |
| Admin fee / account holder | $40,416 | $6,053+567.8% | $9,309+334.2% | $5,306+661.7% |