Filed September 28, 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 | $72,501 | $86,922-16.6% | $102,438-29.2% | $80,874-10.4% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.5pp |
| Annual return | 13.69% | 18.90%-5.2pp | 29.37%-15.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,114 | $2,369-53.0% | $3,024-63.1% | $2,756-59.6% |
| Participant deferral / active EE | $2,686 | $4,119-34.8% | $5,054-46.9% | $4,297-37.5% |
| Admin fee / account holder | $934 | $8,050-88.4% | $9,448-90.1% | $6,935-86.5% |