Filed June 23, 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 | $162,610 | $72,114+125.5% | $108,745+49.5% | $62,891+158.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 9.87% | 13.41%-3.5pp | 46.22%-36.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,932 | $2,694+8.9% | $3,323-11.8% | $2,281+28.6% |
| Participant deferral / active EE | $5,897 | $4,044+45.8% | $5,121+15.2% | $3,203+84.1% |
| Admin fee / account holder | $17,025 | $4,608+269.5% | $6,144+177.1% | $4,296+296.3% |