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 | $94,119 | $54,762+71.9% | $90,281+4.3% | $72,985+29.0% |
| Participation rate | 91.5% | 65.1%+26.4pp | 73.3%+18.3pp | 69.5%+22.0pp |
| Annual return | 25.06% | 30.63%-5.6pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,827 | $2,092+130.7% | $2,854+69.1% | $2,440+97.8% |
| Participant deferral / active EE | $6,660 | $2,887+130.7% | $3,885+71.4% | $3,607+84.6% |
| Admin fee / account holder | $2,674 | $3,972-32.7% | $5,351-50.0% | $5,124-47.8% |