Filed August 18, 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 | $44,778 | $40,256+11.2% | $57,343-21.9% | $59,632-24.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.57% | 27.49%-25.9pp | 24.39%-22.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $3,761 | $1,922+95.7% | $2,689+39.9% | $2,203+70.8% |
| Participant deferral / active EE | $2,938 | $2,399+22.5% | $3,162-7.1% | $3,192-7.9% |
| Admin fee / account holder | $4,658 | $2,818+65.3% | $3,356+38.8% | $4,297+8.4% |