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 | $359,733 | $60,124+498.3% | $90,404+297.9% | $79,858+350.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.95% | 71.94%-53.0pp | 1293.02%-1274.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $15,362 | $2,068+642.9% | $3,262+370.9% | $2,471+521.7% |
| Participant deferral / active EE | $12,049 | $2,938+310.1% | $3,963+204.0% | $3,740+222.2% |
| Admin fee / account holder | $26,684 | $3,976+571.1% | $5,611+375.6% | $5,306+402.9% |