Filed March 6, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $552,447 | $73,933+647.2% | $96,683+471.4% | $75,163+635.0% |
| Participation rate | 69.7% | 66.4%+3.2pp | 74.3%-4.7pp | 67.2%+2.5pp |
| Annual return | 15.08% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,229 | $2,928+44.5% | $3,737+13.2% | $2,670+58.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |