Filed September 21, 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 | $132,470 | $39,122+238.6% | $57,179+131.7% | $62,891+110.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 10.75% | 9.23%+1.5pp | 14.59%-3.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,959 | $1,874+111.3% | $2,682+47.6% | $2,281+73.6% |
| Participant deferral / active EE | $4,034 | $2,374+69.9% | $3,096+30.3% | $3,203+25.9% |
| Admin fee / account holder | $5,973 | $2,592+130.5% | $3,139+90.3% | $4,296+39.1% |