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 | $295,307 | $91,019+224.4% | $392,568-24.8% | $72,985+304.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 78.1%+11.9pp | 69.5%+20.5pp |
| Annual return | 24.88% | 20.00%+4.9pp | 24.42%+0.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $9,072 | $2,751+229.8% | $3,783+139.8% | $2,440+271.8% |
| Participant deferral / active EE | $9,572 | $4,570+109.5% | $5,985+59.9% | $3,607+165.3% |
| Admin fee / account holder | $1,003 | $4,895-79.5% | $6,260-84.0% | $5,124-80.4% |