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 | $142,023 | $58,208+144.0% | $81,812+73.6% | $80,856+75.6% |
| Participation rate | 85.9% | 63.4%+22.5pp | 72.3%+13.6pp | 67.6%+18.3pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,427 | $2,340+131.9% | $2,912+86.4% | $2,755+97.0% |
| Participant deferral / active EE | $8,267 | $3,281+152.0% | $4,319+91.4% | $4,296+92.5% |
| Admin fee / account holder | $7,309 | $4,981+46.7% | $7,386-1.0% | $6,918+5.7% |