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.
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 | $114,879 | $112,881+1.8% | $90,951+26.3% | $158,922-27.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 7.27% | 215.79%-208.5pp | 134.60%-127.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $6,974 | $2,893+141.1% | $2,122+228.7% | $4,761+46.5% |
| Participant deferral / active EE | $1,190 | $4,128-71.2% | $3,373-64.7% | $5,982-80.1% |
| Admin fee / account holder | $41,912 | $8,041+421.3% | $5,959+603.4% | $11,246+272.7% |