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 | $128,602 | $65,365+96.7% | $92,893+38.4% | $72,985+76.2% |
| Participation rate | 80.4% | 68.3%+12.1pp | 76.0%+4.4pp | 69.5%+10.9pp |
| Annual return | 20.32% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,741 | $2,594+44.2% | $3,653+2.4% | $2,440+53.3% |
| Participant deferral / active EE | $7,074 | $3,128+126.1% | $4,236+67.0% | $3,607+96.1% |
| Admin fee / account holder | $9,273 | $4,251+118.1% | $5,794+60.1% | $5,124+81.0% |