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 | $127,861 | $72,277+76.9% | $101,248+26.3% | $79,858+60.1% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 13.60% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,678 | $2,692+36.6% | $3,660+0.5% | $2,471+48.8% |
| Participant deferral / active EE | $7,332 | $3,282+123.4% | $4,370+67.8% | $3,740+96.0% |
| Admin fee / account holder | $11,081 | $4,400+151.8% | $5,945+86.4% | $5,306+108.8% |