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 | $92,832 | $50,958+82.2% | $74,550+24.5% | $64,186+44.6% |
| Participation rate | 84.9% | 61.1%+23.8pp | 69.1%+15.8pp | 69.6%+15.3pp |
| Annual return | -3.46% | -1.86%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,147 | $1,115+2.9% | $1,961-41.5% | $2,381-51.8% |
| Participant deferral / active EE | $2,530 | $2,301+9.9% | $3,108-18.6% | $3,470-27.1% |
| Admin fee / account holder | $28,433 | $4,223+573.3% | $5,060+462.0% | $4,888+481.7% |