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 | $37,848 | $82,286-54.0% | $68,791-45.0% | $134,475-71.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.13% | -2.19%-14.9pp | -6.38%-10.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,411 | $3,301-27.0% | $2,655-9.2% | $4,740-49.1% |
| Participant deferral / active EE | $7,032 | $4,739+48.4% | $3,941+78.4% | $6,400+9.9% |
| Admin fee / account holder | $4,486 | $6,481-30.8% | $4,932-9.0% | $11,426-60.7% |