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 | $87,927 | $210,648-58.3% | $177,989-50.6% | $145,922-39.7% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.33% | 385.86%-372.5pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,890 | $4,565+7.1% | $3,949+23.8% | $4,660+4.9% |
| Participant deferral / active EE | $11,659 | $6,958+67.6% | $6,276+85.8% | $6,688+74.3% |
| Admin fee / account holder | $1,912 | $12,013-84.1% | $10,363-81.6% | $13,397-85.7% |