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 | $170,677 | $109,881+55.3% | $150,045+13.8% | $84,808+101.3% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 15.84% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,488 | $3,561+82.2% | $4,693+38.2% | $2,631+146.6% |
| Participant deferral / active EE | $7,734 | $6,636+16.5% | $7,997-3.3% | $4,212+83.6% |
| Admin fee / account holder | $10,375 | $8,568+21.1% | $13,435-22.8% | $7,344+41.3% |