Filed April 1, 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 | $61,845 | $72,277-14.4% | $101,248-38.9% | $79,858-22.6% |
| Participation rate | 91.5% | 68.5%+23.1pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 16.30% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,670 | $2,692-0.8% | $3,660-27.0% | $2,471+8.0% |
| Participant deferral / active EE | $5,752 | $3,282+75.3% | $4,370+31.6% | $3,740+53.8% |
| Admin fee / account holder | $4,406 | $4,400+0.1% | $5,945-25.9% | $5,306-17.0% |