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 | $291,388 | $95,762+204.3% | $379,746-23.3% | $79,858+264.9% |
| Participation rate | 95.6% | 74.0%+21.6pp | 78.4%+17.1pp | 69.6%+25.9pp |
| Annual return | 12.90% | 18.26%-5.4pp | 34.90%-22.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $9,904 | $2,695+267.5% | $3,540+179.8% | $2,471+300.8% |
| Participant deferral / active EE | $12,350 | $4,705+162.5% | $6,024+105.0% | $3,740+230.2% |
| Admin fee / account holder | $29,567 | $6,745+338.4% | $7,927+273.0% | $5,306+457.2% |