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.)
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 | $354,036 | $70,669+401.0% | $169,368+109.0% | $75,163+371.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.97% | 36.36%-22.4pp | 405.60%-391.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $20,460 | $2,211+825.5% | $4,013+409.9% | $2,670+666.3% |
| Participant deferral / active EE | $11,786 | $4,311+173.4% | $6,221+89.5% | $4,125+185.7% |
| Admin fee / account holder | $46,565 | $5,402+762.0% | $9,003+417.2% | $5,651+724.0% |