Filed January 15, 1998 (most recent of 2 filings on file)
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 | $253,906 | $54,705+364.1% | $71,209+256.6% | $84,808+199.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.31% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $13,454 | $2,158+523.5% | $2,721+394.5% | $2,631+411.4% |
| Participant deferral / active EE | $11,240 | $3,030+270.9% | $4,175+169.2% | $4,212+166.9% |
| Admin fee / account holder | $33,634 | $4,863+591.6% | $5,349+528.8% | $7,344+358.0% |