Filed December 17, 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 | $78,952 | $39,162+101.6% | $100,671-21.6% | $59,632+32.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.46% | 21.07%-20.6pp | 20.43%-20.0pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $4,361 | $1,151+279.0% | $4,012+8.7% | $2,203+98.0% |
| Participant deferral / active EE | $5,426 | $1,992+172.4% | $3,144+72.6% | $3,192+70.0% |
| Admin fee / account holder | $16,124 | $2,969+443.0% | $4,850+232.5% | $4,297+275.2% |