Filed March 20, 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 | $77,889 | $48,364+61.0% | $71,796+8.5% | $62,891+23.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.42% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,239 | $1,042+210.9% | $1,924+68.3% | $2,281+42.0% |
| Participant deferral / active EE | $1,985 | $2,091-5.1% | $2,794-29.0% | $3,203-38.0% |
| Admin fee / account holder | $9,085 | $3,771+140.9% | $4,815+88.7% | $4,296+111.5% |