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 | $180,749+70.5% | $160,784+91.7% | $137,256+124.6% |
| Participation rate | 76.5% | 80.0%-3.5pp | 77.0%-0.5pp | 80.0%-3.5pp |
| Annual return | 10.52% | 2234.46%-2223.9pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,364 | $4,155-67.2% | $3,733-63.5% | $4,156-67.2% |
| Participant deferral / active EE | $10,994 | $6,844+60.6% | $6,293+74.7% | $6,407+71.6% |
| Admin fee / account holder | $5,571 | $10,397-46.4% | $9,717-42.7% | $12,270-54.6% |