Filed December 2, 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 | $142,580 | $105,998+34.5% | $92,233+54.6% | $147,584-3.4% |
| Participation rate | 70.8% | 80.4%-9.6pp | 76.5%-5.6pp | 82.8%-12.0pp |
| Annual return | 18.27% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $857 | $4,333-80.2% | $3,679-76.7% | $4,876-82.4% |
| Participant deferral / active EE | $7,540 | $4,478+68.4% | $3,897+93.5% | $5,439+38.6% |
| Admin fee / account holder | $2,031 | $6,332-67.9% | $5,194-60.9% | $10,885-81.3% |