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 | $514,308 | $58,208+783.6% | $81,812+528.7% | $80,856+536.1% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 15.70% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $28,864 | $2,340+1133.5% | $2,912+891.1% | $2,755+947.7% |
| Participant deferral / active EE | $13,009 | $3,281+296.5% | $4,319+201.2% | $4,296+202.8% |
| Admin fee / account holder | $12,875 | $4,981+158.5% | $7,386+74.3% | $6,918+86.1% |