Filed June 5, 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 | $151,018 | $77,813+94.1% | $123,544+22.2% | $64,186+135.3% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -7.04% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,972 | $3,014-1.4% | $4,628-35.8% | $2,381+24.8% |
| Participant deferral / active EE | $4,361 | $5,240-16.8% | $6,426-32.1% | $3,470+25.7% |
| Admin fee / account holder | $1,574 | $5,519-71.5% | $9,284-83.1% | $4,888-67.8% |