Filed January 15, 1998 (most recent of 2 filings on file)
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 | $198,805 | $54,762+263.0% | $90,281+120.2% | $72,985+172.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.82% | 30.63%-8.8pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,874 | $2,092+132.9% | $2,854+70.7% | $2,440+99.8% |
| Participant deferral / active EE | $8,053 | $2,887+179.0% | $3,885+107.3% | $3,607+123.2% |
| Admin fee / account holder | $11,595 | $3,972+191.9% | $5,351+116.7% | $5,124+126.3% |