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 | $214,471 | $102,317+109.6% | $146,958+45.9% | $80,856+165.2% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 15.36% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,731 | $3,713+0.5% | $4,933-24.4% | $2,755+35.4% |
| Participant deferral / active EE | $9,685 | $6,644+45.8% | $8,070+20.0% | $4,296+125.5% |
| Admin fee / account holder | $5,926 | $7,941-25.4% | $12,998-54.4% | $6,918-14.3% |