Filed September 17, 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 8-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 | $34,709 | $72,277-52.0% | $101,248-65.7% | $79,858-56.5% |
| Participation rate | 86.0% | 68.5%+17.6pp | 75.8%+10.2pp | 69.6%+16.4pp |
| Annual return | 18.40% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,460 | $2,692-8.6% | $3,660-32.8% | $2,471-0.4% |
| Participant deferral / active EE | $4,479 | $3,282+36.5% | $4,370+2.5% | $3,740+19.8% |
| Admin fee / account holder | $6,019 | $4,400+36.8% | $5,945+1.2% | $5,306+13.4% |