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 | $147,839 | $54,705+170.2% | $71,209+107.6% | $84,808+74.3% |
| Participation rate | 76.3% | 64.1%+12.2pp | 73.8%+2.5pp | 68.3%+7.9pp |
| Annual return | 14.03% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,939 | $2,158+128.9% | $2,721+81.5% | $2,631+87.7% |
| Participant deferral / active EE | $7,815 | $3,030+157.9% | $4,175+87.2% | $4,212+85.6% |
| Admin fee / account holder | $16,661 | $4,863+242.6% | $5,349+211.5% | $7,344+126.9% |