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 | $77,453 | $46,869+65.3% | $122,332-36.7% | $70,131+10.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.03% | 24.22%-8.2pp | 30.27%-14.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,480 | $1,288+170.2% | $4,050-14.1% | $2,342+48.6% |
| Participant deferral / active EE | $4,073 | $2,166+88.0% | $3,287+23.9% | $3,332+22.2% |
| Admin fee / account holder | $16,660 | $3,322+401.4% | $5,478+204.1% | $4,645+258.6% |