Filed December 16, 1999
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 | $282,098 | $115,770+143.7% | $101,248+178.6% | $158,922+77.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.11% | 56.14%-37.0pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $6,386 | $4,175+53.0% | $3,660+74.5% | $4,761+34.1% |
| Participant deferral / active EE | $4,700 | $4,957-5.2% | $4,370+7.6% | $5,982-21.4% |
| Admin fee / account holder | $3,809 | $7,245-47.4% | $5,945-35.9% | $11,246-66.1% |