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 | $62,637 | $72,492-13.6% | $87,100-28.1% | $72,985-14.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 24.03% | 24.46%-0.4pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,470 | $1,894-22.4% | $2,521-41.7% | $2,440-39.8% |
| Participant deferral / active EE | $4,162 | $3,270+27.3% | $4,049+2.8% | $3,607+15.4% |
| Admin fee / account holder | $11,034 | $5,055+118.3% | $7,497+47.2% | $5,124+115.3% |