Filed March 26, 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 | $106,535 | $118,849-10.4% | $96,562+10.3% | $167,490-36.4% |
| Participation rate | 79.2% | 75.5%+3.7pp | 69.8%+9.4pp | 82.1%-2.9pp |
| Annual return | 11.75% | 50.49%-38.7pp | 37.78%-26.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,173 | $3,120-62.4% | $2,356-50.2% | $4,837-75.7% |
| Participant deferral / active EE | $1,939 | $4,616-58.0% | $3,849-49.6% | $6,341-69.4% |
| Admin fee / account holder | $2,669 | $8,065-66.9% | $6,181-56.8% | $12,309-78.3% |