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 | $83,957 | $78,422+7.1% | $95,952-12.5% | $79,858+5.1% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 13.27% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,571 | $1,945-19.2% | $2,541-38.2% | $2,471-36.4% |
| Participant deferral / active EE | $4,803 | $3,440+39.6% | $4,167+15.3% | $3,740+28.4% |
| Admin fee / account holder | $10,974 | $5,622+95.2% | $6,795+61.5% | $5,306+106.8% |