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 | $438,520 | $57,281+665.6% | $86,612+406.3% | $75,163+483.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.81% | 2670.75%-2653.9pp | 591.07%-574.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $27,757 | $2,314+1099.3% | $3,022+818.4% | $2,670+939.7% |
| Participant deferral / active EE | $12,837 | $3,318+286.9% | $4,438+189.3% | $4,125+211.2% |
| Admin fee / account holder | $5,415 | $4,112+31.7% | $5,614-3.5% | $5,651-4.2% |