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 | $328,036 | $133,958+144.9% | $112,228+192.3% | $134,475+143.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.28% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $11,078 | $4,038+174.4% | $3,635+204.8% | $4,740+133.7% |
| Participant deferral / active EE | $6,709 | $5,291+26.8% | $4,728+41.9% | $6,400+4.8% |
| Admin fee / account holder | $4,132 | $7,489-44.8% | $6,410-35.5% | $11,426-63.8% |