Filed November 2, 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 | $61,356 | $62,586-2.0% | $76,768-20.1% | $64,186-4.4% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | 0.38% | -1.95%+2.3pp | 2.43%-2.1pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,848 | $1,832+0.9% | $2,485-25.6% | $2,381-22.4% |
| Participant deferral / active EE | $4,770 | $3,145+51.7% | $3,852+23.8% | $3,470+37.5% |
| Admin fee / account holder | $4,079 | $4,667-12.6% | $6,675-38.9% | $4,888-16.5% |