Filed December 2, 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 | $308,262 | $189,613+62.6% | $167,512+84.0% | $142,382+116.5% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 10.52% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,364 | $4,349-68.6% | $3,882-64.9% | $4,299-68.3% |
| Participant deferral / active EE | $10,994 | $6,981+57.5% | $6,405+71.7% | $6,507+68.9% |
| Admin fee / account holder | $5,571 | $10,528-47.1% | $9,769-43.0% | $12,624-55.9% |