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 | $289,182 | $80,968+257.2% | $96,544+199.5% | $75,163+284.7% |
| Participation rate | 95.5% | 71.8%+23.7pp | 76.0%+19.5pp | 67.2%+28.3pp |
| Annual return | 19.19% | 27.06%-7.9pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $13,095 | $2,282+473.9% | $2,965+341.7% | $2,670+390.5% |
| Participant deferral / active EE | $13,546 | $3,928+244.9% | $4,851+179.2% | $4,125+228.4% |
| Admin fee / account holder | $5,625 | $6,724-16.3% | $8,252-31.8% | $5,651-0.5% |