Filed June 16, 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 7-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 | $51,168 | $227,553-77.5% | $189,557-73.0% | $167,490-69.5% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 7.94% | 78.40%-70.5pp | 64.17%-56.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $6,069 | $5,316+14.2% | $4,412+37.5% | $4,837+25.5% |
| Participant deferral / active EE | $10,083 | $7,002+44.0% | $6,174+63.3% | $6,341+59.0% |
| Admin fee / account holder | $2,337 | $11,878-80.3% | $9,807-76.2% | $12,309-81.0% |