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 | $117,356 | $98,750+18.8% | $149,696-21.6% | $79,858+47.0% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 18.62% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,120 | $3,216-65.2% | $4,644-75.9% | $2,471-54.7% |
| Participant deferral / active EE | $6,777 | $5,680+19.3% | $6,842-0.9% | $3,740+81.2% |
| Admin fee / account holder | $7,789 | $6,053+28.7% | $9,309-16.3% | $5,306+46.8% |