Filed January 27, 1998 (most recent of 2 filings on file)
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 | $994,036 | $179,726+453.1% | $156,263+536.1% | $142,382+598.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.23% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $12,862 | $5,069+153.7% | $4,333+196.8% | $4,299+199.2% |
| Participant deferral / active EE | $21,909 | $6,956+215.0% | $6,158+255.8% | $6,507+236.7% |
| Admin fee / account holder | $16,778 | $17,272-2.9% | $14,255+17.7% | $12,624+32.9% |