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 | $47,852 | $39,122+22.3% | $57,179-16.3% | $62,891-23.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.72% | 9.23%+2.5pp | 14.59%-2.9pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,871 | $1,874-0.2% | $2,682-30.2% | $2,281-18.0% |
| Participant deferral / active EE | $2,797 | $2,374+17.8% | $3,096-9.7% | $3,203-12.7% |
| Admin fee / account holder | $4,564 | $2,592+76.1% | $3,139+45.4% | $4,296+6.3% |