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 | $177,712 | $89,355+98.9% | $141,162+25.9% | $72,985+143.5% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 21.44% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,150 | $3,114+1.2% | $4,735-33.5% | $2,440+29.1% |
| Participant deferral / active EE | $4,774 | $5,418-11.9% | $6,709-28.8% | $3,607+32.3% |
| Admin fee / account holder | $2,571 | $5,958-56.9% | $10,261-74.9% | $5,124-49.8% |