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 | $296,374 | $102,605+188.8% | $145,661+103.5% | $84,808+249.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 15.74% | 26.50%-10.8pp | 101.46%-85.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $8,780 | $3,325+164.1% | $4,238+107.2% | $2,631+233.7% |
| Participant deferral / active EE | $14,893 | $5,750+159.0% | $7,198+106.9% | $4,212+253.6% |
| Admin fee / account holder | $26,732 | $8,758+205.2% | $12,466+114.4% | $7,344+264.0% |