Filed May 19, 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 | $69,659 | $87,733-20.6% | $106,548-34.6% | $85,850-18.9% |
| Participation rate | 96.3% | 71.9%+24.4pp | 76.1%+20.2pp | 69.3%+27.0pp |
| Annual return | 14.00% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,874 | $2,073-9.6% | $2,819-33.5% | $2,565-26.9% |
| Participant deferral / active EE | $3,520 | $3,469+1.5% | $4,398-20.0% | $3,952-10.9% |
| Admin fee / account holder | $3,550 | $6,767-47.5% | $7,407-52.1% | $6,260-43.3% |