Filed April 28, 1998 (most recent of 2 filings on file)
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 | $60,517 | $82,032-26.2% | $123,104-50.8% | $59,632+1.5% |
| Participation rate | 97.8% | 83.2%+14.6pp | 86.8%+11.0pp | 68.7%+29.1pp |
| Annual return | -0.47% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,096 | $3,297-36.4% | $5,151-59.3% | $2,203-4.8% |
| Participant deferral / active EE | $2,512 | $4,667-46.2% | $6,230-59.7% | $3,192-21.3% |
| Admin fee / account holder | $1,488 | $5,881-74.7% | $9,015-83.5% | $4,297-65.4% |