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 | $85,095 | $102,604-17.1% | $86,188-1.3% | $139,434-39.0% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.0%+4.7pp | 80.3%-6.6pp |
| Annual return | 9.43% | 1922.51%-1913.1pp | 1168.45%-1159.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,574 | $3,032-48.1% | $2,380-33.9% | $4,751-66.9% |
| Participant deferral / active EE | $2,236 | $4,676-52.2% | $3,985-43.9% | $6,710-66.7% |
| Admin fee / account holder | $29,143 | $8,657+236.7% | $6,852+325.3% | $11,403+155.6% |