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 | $88,357 | $126,574-30.2% | $106,213-16.8% | $145,922-39.4% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 20.17% | 224.79%-204.6pp | 116.14%-96.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,537 | $3,730-32.0% | $3,171-20.0% | $4,660-45.6% |
| Participant deferral / active EE | $5,628 | $5,724-1.7% | $5,016+12.2% | $6,688-15.8% |
| Admin fee / account holder | $2,919 | $17,304-83.1% | $11,033-73.5% | $13,397-78.2% |