Filed March 11, 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 | $130,843 | $109,881+19.1% | $150,045-12.8% | $84,808+54.3% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 16.04% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,727 | $3,561+117.0% | $4,693+64.7% | $2,631+193.7% |
| Participant deferral / active EE | $3,880 | $6,636-41.5% | $7,997-51.5% | $4,212-7.9% |
| Admin fee / account holder | $8,753 | $8,568+2.2% | $13,435-34.9% | $7,344+19.2% |