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 | $90,126 | $48,570+85.6% | $130,648-31.0% | $72,985+23.5% |
| Participation rate | 91.2% | 58.6%+32.6pp | 71.7%+19.4pp | 69.5%+21.7pp |
| Annual return | 21.43% | 38.63%-17.2pp | 1708.96%-1687.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,042 | $1,334+128.0% | $4,092-25.7% | $2,440+24.7% |
| Participant deferral / active EE | $3,532 | $2,384+48.2% | $3,603-2.0% | $3,607-2.1% |
| Admin fee / account holder | $2,897 | $3,549-18.4% | $5,464-47.0% | $5,124-43.5% |