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 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 | $463,473 | $53,127+772.4% | $86,590+435.3% | $70,131+560.9% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 370.65% | 27.66%+343.0pp | 964.84%-594.2pp | 73.14%+297.5pp |
| Employer contribution / active EE | $6,984 | $2,068+237.7% | $2,839+146.0% | $2,342+198.1% |
| Participant deferral / active EE | $7,474 | $2,696+177.3% | $3,609+107.1% | $3,332+124.3% |
| Admin fee / account holder | $34,018 | $3,585+848.8% | $4,906+593.4% | $4,645+632.3% |