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 | $126,433 | $64,707+95.4% | $112,228+12.7% | $68,494+84.6% |
| Participation rate | 84.8% | 67.2%+17.6pp | 75.1%+9.7pp | 67.9%+16.9pp |
| Annual return | -16.92% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,421 | $2,746+61.0% | $3,635+21.6% | $2,596+70.3% |
| Participant deferral / active EE | $10,345 | $3,565+190.2% | $4,728+118.8% | $4,027+156.9% |
| Admin fee / account holder | $2,579 | $5,232-50.7% | $6,410-59.8% | $5,403-52.3% |