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 | $194,057 | $65,409+196.7% | $98,442+97.1% | $85,850+126.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.09% | 21.76%-7.7pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,492 | $2,168+153.4% | $2,960+85.6% | $2,565+114.1% |
| Participant deferral / active EE | $8,952 | $3,166+182.7% | $4,276+109.4% | $3,952+126.5% |
| Admin fee / account holder | $74,796 | $4,593+1528.6% | $5,949+1157.2% | $6,260+1094.8% |