Filed November 30, 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 | $127,425 | $94,529+34.8% | $140,016-9.0% | $64,186+98.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -3.40% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,475 | $3,812+17.4% | $5,606-20.2% | $2,381+88.0% |
| Participant deferral / active EE | $3,250 | $5,250-38.1% | $6,927-53.1% | $3,470-6.3% |
| Admin fee / account holder | $8,269 | $6,741+22.7% | $10,705-22.8% | $4,888+69.2% |