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 | $141,138 | $81,900+72.3% | $119,609+18.0% | $68,494+106.1% |
| Participation rate | 89.3% | 71.9%+17.4pp | 79.3%+10.0pp | 67.9%+21.4pp |
| Annual return | -13.56% | -23.82%+10.3pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,724 | $2,693+38.3% | $4,232-12.0% | $2,596+43.4% |
| Participant deferral / active EE | $9,484 | $4,148+128.7% | $5,602+69.3% | $4,027+135.5% |
| Admin fee / account holder | $24,334 | $6,582+269.7% | $10,323+135.7% | $5,403+350.4% |