Filed June 19, 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 | $282,109 | $56,484+399.5% | $169,463+66.5% | $64,186+339.5% |
| Participation rate | 97.8% | 64.5%+33.3pp | 77.8%+20.0pp | 69.6%+28.3pp |
| Annual return | -5.83% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $14,571 | $1,832+695.2% | $4,159+250.4% | $2,381+512.0% |
| Participant deferral / active EE | $9,596 | $3,448+178.3% | $5,277+81.9% | $3,470+176.6% |
| Admin fee / account holder | $15,716 | $4,174+276.5% | $9,109+72.5% | $4,888+221.5% |