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 | $90,089 | $51,576+74.7% | $129,207-30.3% | $80,856+11.4% |
| Participation rate | 89.4% | 57.0%+32.4pp | 69.6%+19.7pp | 67.6%+21.7pp |
| Annual return | 15.06% | 20.81%-5.7pp | 9417.33%-9402.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,994 | $1,584+215.3% | $4,153+20.2% | $2,755+81.3% |
| Participant deferral / active EE | $7,483 | $2,669+180.4% | $4,168+79.5% | $4,296+74.2% |
| Admin fee / account holder | $8,470 | $4,305+96.8% | $7,715+9.8% | $6,918+22.4% |