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 | $338,202 | $93,571+261.4% | $135,903+148.9% | $75,163+350.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 16.54% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,577 | $3,537+29.4% | $4,856-5.8% | $2,670+71.4% |
| Participant deferral / active EE | $10,155 | $6,404+58.6% | $7,758+30.9% | $4,125+146.2% |
| Admin fee / account holder | $16,458 | $6,975+135.9% | $10,762+52.9% | $5,651+191.2% |