Filed January 11, 2000
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 | $295,877 | $76,401+287.3% | $106,387+178.1% | $64,186+361.0% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.5%+11.4pp | 69.6%+19.3pp |
| Annual return | -5.29% | -2.19%-3.1pp | 0.25%-5.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $11,270 | $2,680+320.5% | $3,520+220.2% | $2,381+373.4% |
| Participant deferral / active EE | $11,825 | $4,274+176.7% | $5,421+118.1% | $3,470+240.8% |
| Admin fee / account holder | $8,007 | $4,610+73.7% | $7,510+6.6% | $4,888+63.8% |