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 | $69,640 | $43,723+59.3% | $121,196-42.5% | $64,186+8.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -6.38% | 68.91%-75.3pp | 16.93%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,295 | $1,296+231.4% | $4,022+6.8% | $2,381+80.4% |
| Participant deferral / active EE | $4,603 | $2,280+101.9% | $3,344+37.6% | $3,470+32.7% |
| Admin fee / account holder | $4,177 | $3,501+19.3% | $5,019-16.8% | $4,888-14.5% |