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 | $286,789 | $101,883+181.5% | $453,369-36.7% | $85,850+234.1% |
| Participation rate | 94.8% | 72.3%+22.5pp | 78.0%+16.8pp | 69.3%+25.5pp |
| Annual return | 20.19% | 25.38%-5.2pp | 64.40%-44.2pp | 318.53%-298.3pp |
| Employer contribution / active EE | $8,892 | $2,847+212.3% | $4,070+118.5% | $2,565+246.7% |
| Participant deferral / active EE | $10,600 | $4,782+121.7% | $6,209+70.7% | $3,952+168.2% |
| Admin fee / account holder | $5,310 | $5,706-6.9% | $11,209-52.6% | $6,260-15.2% |