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 | $98,652+174.0% | $142,942+89.1% | $82,448+227.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 15.40% | 22.65%-7.2pp | 113.70%-98.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,997 | $3,211+55.6% | $4,139+20.7% | $2,551+95.9% |
| Participant deferral / active EE | $8,812 | $5,580+57.9% | $7,128+23.6% | $4,139+112.9% |
| Admin fee / account holder | $41,860 | $8,078+418.2% | $12,475+235.6% | $7,234+478.6% |