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 | $351,902 | $54,350+547.5% | $82,719+325.4% | $68,494+413.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.52% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $18,251 | $2,218+722.8% | $3,009+506.6% | $2,596+603.0% |
| Participant deferral / active EE | $14,054 | $3,246+333.0% | $4,395+219.8% | $4,027+249.0% |
| Admin fee / account holder | $13,380 | $4,395+204.4% | $5,329+151.1% | $5,403+147.7% |