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 | $351,206 | $72,012+387.7% | $185,823+89.0% | $79,858+339.8% |
| Participation rate | 94.0% | 65.8%+28.2pp | 78.0%+16.0pp | 69.6%+24.4pp |
| Annual return | 15.00% | 23.12%-8.1pp | 35.95%-20.9pp | 31.71%-16.7pp |
| Employer contribution / active EE | $18,568 | $1,965+845.1% | $4,087+354.3% | $2,471+651.5% |
| Participant deferral / active EE | $9,603 | $3,779+154.1% | $5,632+70.5% | $3,740+156.8% |
| Admin fee / account holder | $2,123 | $4,513-53.0% | $9,500-77.7% | $5,306-60.0% |