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 | $506,535 | $58,208+770.2% | $81,812+519.1% | $80,856+526.5% |
| Participation rate | 97.7% | 63.4%+34.3pp | 72.3%+25.4pp | 67.6%+30.1pp |
| Annual return | 18.65% | 41.66%-23.0pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $22,547 | $2,340+863.6% | $2,912+674.2% | $2,755+718.5% |
| Participant deferral / active EE | $16,027 | $3,281+388.5% | $4,319+271.1% | $4,296+273.1% |
| Admin fee / account holder | $8,759 | $4,981+75.8% | $7,386+18.6% | $6,918+26.6% |