Filed June 23, 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 | $270,271 | $102,605+163.4% | $145,661+85.5% | $84,808+218.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 15.40% | 26.50%-11.1pp | 101.46%-86.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,997 | $3,325+50.3% | $4,238+17.9% | $2,631+89.9% |
| Participant deferral / active EE | $8,812 | $5,750+53.3% | $7,198+22.4% | $4,212+109.2% |
| Admin fee / account holder | $41,860 | $8,758+378.0% | $12,466+235.8% | $7,344+470.0% |