Filed November 17, 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 | $88,529 | $89,355-0.9% | $141,162-37.3% | $72,985+21.3% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 28.72% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,104 | $3,114-32.4% | $4,735-55.6% | $2,440-13.8% |
| Participant deferral / active EE | $6,121 | $5,418+13.0% | $6,709-8.8% | $3,607+69.7% |
| Admin fee / account holder | $1,897 | $5,958-68.2% | $10,261-81.5% | $5,124-63.0% |