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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $767,543 | $74,888+924.9% | $71,209+977.9% | $142,382+439.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.67% | 345.14%-338.5pp | 282.51%-275.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $13,340 | $2,854+367.4% | $2,721+390.3% | $4,299+210.3% |
| Participant deferral / active EE | $17,349 | $4,454+289.5% | $4,175+315.5% | $6,507+166.6% |
| Admin fee / account holder | $10,144 | $5,568+82.2% | $5,349+89.7% | $12,624-19.6% |