Filed May 27, 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 | $80,712 | $49,177+64.1% | $79,464+1.6% | $64,186+25.7% |
| Participation rate | 86.4% | 65.0%+21.4pp | 73.3%+13.1pp | 69.6%+16.9pp |
| Annual return | -0.19% | -1.16%+1.0pp | 718.14%-718.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $4,622 | $2,076+122.6% | $2,800+65.0% | $2,381+94.1% |
| Participant deferral / active EE | $6,275 | $2,821+122.4% | $3,704+69.4% | $3,470+80.9% |
| Admin fee / account holder | $11,986 | $3,839+212.2% | $5,113+134.4% | $4,888+145.2% |