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 | $102,012 | $133,922-23.8% | $116,228-12.2% | $142,382-28.4% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.6%+2.7pp | 80.1%-2.8pp |
| Annual return | 10.03% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,137 | $3,446-38.0% | $2,994-28.7% | $4,299-50.3% |
| Participant deferral / active EE | $3,771 | $5,672-33.5% | $4,953-23.9% | $6,507-42.0% |
| Admin fee / account holder | $4,851 | $14,945-67.5% | $11,989-59.5% | $12,624-61.6% |