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 | $145,296 | $82,664+75.8% | $125,339+15.9% | $68,494+112.1% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,925 | $3,381-13.5% | $4,814-39.2% | $2,596+12.7% |
| Participant deferral / active EE | $6,581 | $6,110+7.7% | $7,446-11.6% | $4,027+63.4% |
| Admin fee / account holder | $18,301 | $6,275+191.6% | $10,010+82.8% | $5,403+238.7% |