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 | $308,344 | $86,929+254.7% | $102,423+201.0% | $80,856+281.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.52% | 18.88%-1.4pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $11,076 | $2,369+367.5% | $3,023+266.3% | $2,755+302.0% |
| Participant deferral / active EE | $11,961 | $4,118+190.4% | $5,053+136.7% | $4,296+178.4% |
| Admin fee / account holder | $14,871 | $8,049+84.8% | $9,451+57.4% | $6,918+115.0% |