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 | $432,301 | $57,281+654.7% | $86,612+399.1% | $75,163+475.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.06% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.6pp |
| Employer contribution / active EE | $18,240 | $2,314+688.1% | $3,022+503.5% | $2,670+583.2% |
| Participant deferral / active EE | $13,863 | $3,318+317.9% | $4,438+212.4% | $4,125+236.1% |
| Admin fee / account holder | $15,506 | $4,112+277.1% | $5,614+176.2% | $5,651+174.4% |