Filed November 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,110 | $82,664+263.0% | $125,339+139.4% | $68,494+338.2% |
| Participation rate | 92.0% | 75.0%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -16.13% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,049 | $3,381+19.8% | $4,814-15.9% | $2,596+56.0% |
| Participant deferral / active EE | $9,262 | $6,110+51.6% | $7,446+24.4% | $4,027+130.0% |
| Admin fee / account holder | $12,570 | $6,275+100.3% | $10,010+25.6% | $5,403+132.7% |