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 | $426,860 | $65,409+552.6% | $98,442+333.6% | $85,850+397.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.94% | 21.76%-4.8pp | 1492.73%-1475.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $15,769 | $2,168+627.4% | $2,960+432.8% | $2,565+514.7% |
| Participant deferral / active EE | $12,538 | $3,166+296.0% | $4,276+193.2% | $3,952+217.3% |
| Admin fee / account holder | $12,792 | $4,593+178.5% | $5,949+115.0% | $6,260+104.3% |