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 | $471,348 | $65,409+620.6% | $98,442+378.8% | $85,850+449.0% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.3pp | 69.3%+23.3pp |
| Annual return | 13.26% | 21.76%-8.5pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $22,013 | $2,168+915.5% | $2,960+643.8% | $2,565+758.2% |
| Participant deferral / active EE | $10,896 | $3,166+244.1% | $4,276+154.8% | $3,952+175.7% |
| Admin fee / account holder | $78,041 | $4,593+1599.3% | $5,949+1211.8% | $6,260+1146.7% |