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 | $208,421 | $105,181+98.2% | $159,436+30.7% | $85,850+142.8% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 13.24% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,512 | $3,318+5.9% | $4,829-27.3% | $2,565+36.9% |
| Participant deferral / active EE | $7,056 | $5,945+18.7% | $7,352-4.0% | $3,952+78.6% |
| Admin fee / account holder | $16,129 | $6,933+132.6% | $10,799+49.4% | $6,260+157.7% |