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 | $55,763 | $91,037-38.7% | $71,671-22.2% | $147,584-62.2% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 9.98% | 20.48%-10.5pp | 20.65%-10.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,243 | $3,327-62.6% | $2,460-49.5% | $4,876-74.5% |
| Participant deferral / active EE | $2,021 | $4,498-55.1% | $3,438-41.2% | $5,439-62.8% |
| Admin fee / account holder | $1,437 | $8,613-83.3% | $5,558-74.1% | $10,885-86.8% |