Filed October 23, 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 | $108,288 | $56,897+90.3% | $84,750+27.8% | $62,891+72.2% |
| Participation rate | 91.3% | 68.5%+22.8pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | 8.19% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,260 | $2,400+35.8% | $3,574-8.8% | $2,281+42.9% |
| Participant deferral / active EE | $6,787 | $2,709+150.5% | $3,712+82.9% | $3,203+111.9% |
| Admin fee / account holder | $13,150 | $3,581+267.2% | $5,332+146.6% | $4,296+206.1% |