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 | $85,017 | $86,944-2.2% | $107,525-20.9% | $74,304+14.4% |
| Participation rate | 83.8% | 59.6%+24.3pp | 75.1%+8.7pp | 60.3%+23.5pp |
| Annual return | 17.27% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,981 | $2,757+8.1% | $3,754-20.6% | $2,241+33.0% |
| Participant deferral / active EE | $5,967 | $3,554+67.9% | $5,116+16.6% | $3,767+58.4% |
| Admin fee / account holder | $3,978 | $3,727+6.7% | $8,919-55.4% | $2,969+34.0% |