Filed May 11, 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 | $142,390 | $91,552+55.5% | $133,956+6.3% | $79,858+78.3% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 31.30% | 61.85%-30.5pp | 45.09%-13.8pp | 31.71%-0.4pp |
| Employer contribution / active EE | $3,621 | $2,384+51.9% | $3,919-7.6% | $2,471+46.5% |
| Participant deferral / active EE | $8,869 | $3,733+137.5% | $5,048+75.7% | $3,740+137.1% |
| Admin fee / account holder | $16,921 | $6,321+167.7% | $8,927+89.5% | $5,306+218.9% |