Filed August 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,746 | $89,753+215.0% | $107,525+163.0% | $84,808+233.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.66% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,249 | $3,113-27.8% | $3,754-40.1% | $2,631-14.5% |
| Participant deferral / active EE | $10,837 | $4,056+167.2% | $5,116+111.8% | $4,212+157.3% |
| Admin fee / account holder | $31,511 | $7,222+336.3% | $8,919+253.3% | $7,344+329.1% |