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 | $80,188 | $95,862-16.4% | $79,550+0.8% | $134,475-40.4% |
| Participation rate | 85.0% | 75.0%+10.0pp | 69.5%+15.5pp | 81.2%+3.8pp |
| Annual return | -12.94% | -2.69%-10.3pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,530 | $3,128-51.1% | $2,413-36.6% | $4,740-67.7% |
| Participant deferral / active EE | $2,290 | $4,693-51.2% | $3,985-42.5% | $6,400-64.2% |
| Admin fee / account holder | $21,036 | $9,126+130.5% | $6,832+207.9% | $11,426+84.1% |