Filed March 9, 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 | $264,935 | $53,127+398.7% | $86,590+206.0% | $70,131+277.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.38% | 27.66%-7.3pp | 964.84%-944.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $13,019 | $2,068+529.5% | $2,839+358.5% | $2,342+455.8% |
| Participant deferral / active EE | $8,455 | $2,696+213.6% | $3,609+134.3% | $3,332+153.8% |
| Admin fee / account holder | $9,711 | $3,585+170.8% | $4,906+98.0% | $4,645+109.1% |