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 | $159,091 | $105,181+51.3% | $159,436-0.2% | $85,850+85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.73% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,965 | $3,318-40.8% | $4,829-59.3% | $2,565-23.4% |
| Participant deferral / active EE | $6,761 | $5,945+13.7% | $7,352-8.0% | $3,952+71.1% |
| Admin fee / account holder | $2,509 | $6,933-63.8% | $10,799-76.8% | $6,260-59.9% |