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 | $307,065 | $65,395+369.6% | $182,532+68.2% | $72,985+320.7% |
| Participation rate | 98.0% | 65.4%+32.6pp | 78.0%+20.0pp | 69.5%+28.5pp |
| Annual return | 25.27% | 27.68%-2.4pp | 148.54%-123.3pp | 81.00%-55.7pp |
| Employer contribution / active EE | $15,800 | $1,911+726.7% | $4,076+287.6% | $2,440+547.6% |
| Participant deferral / active EE | $8,582 | $3,563+140.9% | $5,524+55.4% | $3,607+137.9% |
| Admin fee / account holder | $44,208 | $4,245+941.5% | $8,592+414.5% | $5,124+762.7% |