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 | $270,582 | $96,128+181.5% | $136,007+98.9% | $80,856+234.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.07% | 28.71%-17.6pp | 579.32%-568.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $8,240 | $3,351+145.9% | $4,217+95.4% | $2,755+199.1% |
| Participant deferral / active EE | $13,883 | $5,709+143.2% | $7,025+97.6% | $4,296+223.2% |
| Admin fee / account holder | $34,147 | $8,236+314.6% | $6,858+397.9% | $6,918+393.6% |