Filed September 25, 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 | $47,920 | $56,054-14.5% | $171,082-72.0% | $62,891-23.8% |
| Participation rate | 82.8% | 62.9%+19.9pp | 76.7%+6.1pp | 69.3%+13.5pp |
| Annual return | 5.91% | 22.52%-16.6pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $799 | $1,731-53.8% | $4,002-80.0% | $2,281-65.0% |
| Participant deferral / active EE | $5,724 | $3,158+81.2% | $4,797+19.3% | $3,203+78.7% |
| Admin fee / account holder | $536 | $3,647-85.3% | $8,520-93.7% | $4,296-87.5% |