Filed July 16, 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 | $251,222 | $78,422+220.3% | $95,952+161.8% | $79,858+214.6% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.3pp |
| Annual return | 18.90% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $10,288 | $1,945+428.9% | $2,541+304.9% | $2,471+316.4% |
| Participant deferral / active EE | $10,149 | $3,440+195.1% | $4,167+143.6% | $3,740+171.4% |
| Admin fee / account holder | $20,391 | $5,622+262.7% | $6,795+200.1% | $5,306+284.3% |