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 | $126,959 | $60,124+111.2% | $90,404+40.4% | $79,858+59.0% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.5pp |
| Annual return | 20.12% | 71.94%-51.8pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,777 | $2,068-14.0% | $3,262-45.5% | $2,471-28.1% |
| Participant deferral / active EE | $8,044 | $2,938+173.8% | $3,963+103.0% | $3,740+115.1% |
| Admin fee / account holder | $4,271 | $3,976+7.4% | $5,611-23.9% | $5,306-19.5% |