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 | $156,542 | $102,317+53.0% | $146,958+6.5% | $80,856+93.6% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 16.89% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,365 | $3,713-36.3% | $4,933-52.1% | $2,755-14.1% |
| Participant deferral / active EE | $8,093 | $6,644+21.8% | $8,070+0.3% | $4,296+88.4% |
| Admin fee / account holder | $2,559 | $7,941-67.8% | $12,998-80.3% | $6,918-63.0% |