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 | $150,906 | $109,359+38.0% | $162,163-6.9% | $72,985+106.8% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 17.49% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,919 | $3,907+0.3% | $5,614-30.2% | $2,440+60.6% |
| Participant deferral / active EE | $2,794 | $5,481-49.0% | $7,298-61.7% | $3,607-22.6% |
| Admin fee / account holder | $4,084 | $7,972-48.8% | $10,843-62.3% | $5,124-20.3% |