Filed March 24, 1998 (most recent of 3 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 | $30,044 | $73,787-59.3% | $98,716-69.6% | $82,448-63.6% |
| Participation rate | 80.5% | 61.4%+19.1pp | 69.3%+11.2pp | 68.1%+12.5pp |
| Annual return | 13.43% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,114 | $1,511-26.3% | $2,279-51.1% | $2,551-56.3% |
| Participant deferral / active EE | $2,857 | $3,081-7.3% | $4,048-29.4% | $4,139-31.0% |
| Admin fee / account holder | $2,913 | $6,500-55.2% | $8,703-66.5% | $7,234-59.7% |