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 | $73,125 | $202,432-63.9% | $169,368-56.8% | $139,434-47.6% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 18.97% | 531.74%-512.8pp | 405.60%-386.6pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,440 | $4,692+15.9% | $4,013+35.6% | $4,751+14.5% |
| Participant deferral / active EE | $11,557 | $6,938+66.6% | $6,221+85.8% | $6,710+72.2% |
| Admin fee / account holder | $6,348 | $10,708-40.7% | $9,003-29.5% | $11,403-44.3% |