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 | $76,213 | $80,724-5.6% | $103,333-26.2% | $74,495+2.3% |
| Participation rate | 81.9% | 65.7%+16.2pp | 74.5%+7.4pp | 67.2%+14.7pp |
| Annual return | 14.15% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,998 | $3,157-5.1% | $3,868-22.5% | $2,623+14.3% |
| Participant deferral / active EE | $5,947 | $3,860+54.1% | $5,057+17.6% | $4,346+36.8% |
| Admin fee / account holder | $3,353 | $2,368+41.6% | $8,355-59.9% | $1,942+72.7% |