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 | $529,338 | $111,754+373.7% | $103,333+412.3% | $145,922+262.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 40.62% | 24.77%+15.9pp | 24.88%+15.7pp | 561.29%-520.7pp |
| Employer contribution / active EE | $8,129 | $4,212+93.0% | $3,868+110.2% | $4,660+74.5% |
| Participant deferral / active EE | $8,193 | $5,619+45.8% | $5,057+62.0% | $6,688+22.5% |
| Admin fee / account holder | $1,674 | $9,750-82.8% | $8,355-80.0% | $13,397-87.5% |