Filed May 8, 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.
Participant 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 | $89,011 | $99,652-10.7% | $78,778+13.0% | $147,584-39.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.45% | 47.28%-27.8pp | 35.62%-16.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,230 | $2,796-20.2% | $1,986+12.3% | $4,876-54.3% |
| Participant deferral / active EE | $500 | $3,664-86.4% | $2,958-83.1% | $5,439-90.8% |
| Admin fee / account holder | $1,279 | $7,155-82.1% | $5,134-75.1% | $10,885-88.2% |