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 | $132,966 | $93,571+42.1% | $135,903-2.2% | $75,163+76.9% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 18.70% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $6,061 | $3,537+71.4% | $4,856+24.8% | $2,670+127.0% |
| Participant deferral / active EE | $7,139 | $6,404+11.5% | $7,758-8.0% | $4,125+73.1% |
| Admin fee / account holder | $18,440 | $6,975+164.4% | $10,762+71.3% | $5,651+226.3% |