Filed June 22, 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 | $811,618 | $88,751+814.5% | $81,812+892.1% | $145,922+456.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.04% | 1025.40%-1001.4pp | 773.79%-749.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $11,165 | $3,083+262.1% | $2,912+283.4% | $4,660+139.6% |
| Participant deferral / active EE | $13,096 | $4,643+182.1% | $4,319+203.2% | $6,688+95.8% |
| Admin fee / account holder | $23,942 | $8,415+184.5% | $7,386+224.1% | $13,397+78.7% |