Filed February 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,702 | $148,978-67.3% | $200,582-75.7% | $84,808-42.6% |
| Participation rate | 89.2% | 84.2%+5.0pp | 86.9%+2.3pp | 68.3%+20.9pp |
| Annual return | 16.43% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,443 | $4,815-70.0% | $6,419-77.5% | $2,631-45.2% |
| Participant deferral / active EE | $4,087 | $7,142-42.8% | $9,331-56.2% | $4,212-3.0% |
| Admin fee / account holder | $5,546 | $13,977-60.3% | $16,305-66.0% | $7,344-24.5% |