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 | $233,071 | $87,733+165.7% | $106,548+118.7% | $85,850+171.5% |
| Participation rate | 95.1% | 71.9%+23.2pp | 76.1%+19.0pp | 69.3%+25.8pp |
| Annual return | 15.05% | 21.86%-6.8pp | 26.80%-11.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $11,784 | $2,073+468.4% | $2,819+318.0% | $2,565+359.4% |
| Participant deferral / active EE | $11,432 | $3,469+229.5% | $4,398+159.9% | $3,952+189.3% |
| Admin fee / account holder | $15,056 | $6,767+122.5% | $7,407+103.3% | $6,260+140.5% |