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 | $472,297 | $60,124+685.5% | $90,404+422.4% | $79,858+491.4% |
| Participation rate | 92.0% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.4pp |
| Annual return | 11.70% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $24,485 | $2,068+1084.2% | $3,262+650.6% | $2,471+891.0% |
| Participant deferral / active EE | $10,261 | $2,938+249.2% | $3,963+158.9% | $3,740+174.4% |
| Admin fee / account holder | $89,298 | $3,976+2145.7% | $5,611+1491.5% | $5,306+1582.9% |