Filed May 12, 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 | $163,721 | $140,588+16.5% | $123,104+33.0% | $125,391+30.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.55% | 16.80%-17.3pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $4,686 | $6,041-22.4% | $5,151-9.0% | $4,866-3.7% |
| Participant deferral / active EE | $6,298 | $6,980-9.8% | $6,230+1.1% | $5,352+17.7% |
| Admin fee / account holder | $37,287 | $11,198+233.0% | $9,015+313.6% | $9,540+290.8% |