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 | $118,634 | $72,012+64.7% | $185,823-36.2% | $79,858+48.6% |
| Participation rate | 87.2% | 65.8%+21.5pp | 78.0%+9.2pp | 69.6%+17.6pp |
| Annual return | 25.93% | 23.12%+2.8pp | 35.95%-10.0pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,020 | $1,965-48.1% | $4,087-75.1% | $2,471-58.7% |
| Participant deferral / active EE | $6,613 | $3,779+75.0% | $5,632+17.4% | $3,740+76.8% |
| Admin fee / account holder | $9,111 | $4,513+101.9% | $9,500-4.1% | $5,306+71.7% |