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 | $55,386 | $73,004-24.1% | $90,749-39.0% | $68,494-19.1% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -18.16% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,029 | $2,193-7.5% | $2,921-30.5% | $2,596-21.9% |
| Participant deferral / active EE | $4,236 | $3,627+16.8% | $4,564-7.2% | $4,027+5.2% |
| Admin fee / account holder | $12,129 | $5,896+105.7% | $8,445+43.6% | $5,403+124.5% |