Filed November 24, 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 3-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 | $353,363 | $84,695+317.2% | $73,843+378.5% | $125,391+181.8% |
| Participation rate | 87.0% | 76.8%+10.2pp | 73.4%+13.5pp | 83.2%+3.8pp |
| Annual return | 0.66% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $15,868 | $3,123+408.1% | $2,787+469.3% | $4,866+226.1% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,234 | $5,691+273.1% | $4,880+335.1% | $9,540+122.6% |