Filed April 7, 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 | $261,838 | $105,181+148.9% | $159,436+64.2% | $85,850+205.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.49% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $9,525 | $3,318+187.1% | $4,829+97.2% | $2,565+271.3% |
| Participant deferral / active EE | $10,216 | $5,945+71.8% | $7,352+38.9% | $3,952+158.5% |
| Admin fee / account holder | $7,988 | $6,933+15.2% | $10,799-26.0% | $6,260+27.6% |