Filed May 1, 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 | $49,358 | $83,337-40.8% | $67,834-27.2% | $273,961-82.0% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 5.02% | 259.45%-254.4pp | 138.47%-133.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,390 | $3,287-57.7% | $2,403-42.2% | $4,869-71.4% |
| Participant deferral / active EE | $2,961 | $4,088-27.6% | $3,160-6.3% | $5,287-44.0% |
| Admin fee / account holder | $48,117 | $6,752+612.6% | $4,622+941.0% | $10,132+374.9% |