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 | $83,889 | $56,484+48.5% | $169,463-50.5% | $64,186+30.7% |
| Participation rate | 83.0% | 64.5%+18.4pp | 77.8%+5.2pp | 69.6%+13.4pp |
| Annual return | -4.28% | -1.55%-2.7pp | 1.83%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,974 | $1,832+7.7% | $4,159-52.5% | $2,381-17.1% |
| Participant deferral / active EE | $5,418 | $3,448+57.1% | $5,277+2.7% | $3,470+56.2% |
| Admin fee / account holder | $5,309 | $4,174+27.2% | $9,109-41.7% | $4,888+8.6% |