Filed May 20, 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 | $32,262 | $45,152-28.5% | $73,843-56.3% | $59,632-45.9% |
| Participation rate | 92.6% | 64.0%+28.6pp | 73.4%+19.2pp | 68.7%+23.9pp |
| Annual return | -0.49% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $408 | $1,902-78.6% | $2,787-85.4% | $2,203-81.5% |
| Participant deferral / active EE | $1,048 | $2,574-59.3% | $3,583-70.8% | $3,192-67.2% |
| Admin fee / account holder | $12,855 | $3,516+265.6% | $4,880+163.4% | $4,297+199.2% |