Filed June 5, 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 | $255,690 | $109,881+132.7% | $150,045+70.4% | $84,808+201.5% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 16.56% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,565 | $3,561+0.1% | $4,693-24.0% | $2,631+35.5% |
| Participant deferral / active EE | $8,941 | $6,636+34.7% | $7,997+11.8% | $4,212+112.3% |
| Admin fee / account holder | $9,814 | $8,568+14.5% | $13,435-26.9% | $7,344+33.6% |