Filed January 5, 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 | $86,940 | $62,672+38.7% | $185,117-53.0% | $70,131+24.0% |
| Participation rate | 77.1% | 63.8%+13.3pp | 77.3%-0.2pp | 69.5%+7.5pp |
| Annual return | 14.67% | 40.79%-26.1pp | 40.50%-25.8pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,342 | $1,753+33.6% | $4,182-44.0% | $2,3420% |
| Participant deferral / active EE | $4,955 | $3,272+51.4% | $5,045-1.8% | $3,332+48.7% |
| Admin fee / account holder | $3,287 | $3,932-16.4% | $8,159-59.7% | $4,645-29.2% |