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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $16,200 |
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $4,647 |
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 | $72,043 | $118,450-39.2% | $98,439-26.8% | $139,434-48.3% |
| Participation rate | 90.5% | 77.4%+13.0pp | 75.2%+15.3pp | 80.3%+10.2pp |
| Annual return | 25.25% | 18.94%+6.3pp | 21.16%+4.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,460 | $3,609-31.8% | $3,048-19.3% | $4,751-48.2% |
| Participant deferral / active EE | $5,172 | $5,392-4.1% | $4,738+9.2% | $6,710-22.9% |
| Admin fee / account holder | $17,783 | $14,026+26.8% | $8,948+98.7% | $11,403+56.0% |