Filed December 16, 1999
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 | $355,919 | $142,344+150.0% | $119,609+197.6% | $134,475+164.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.48% | -12.44%+2.0pp | -14.97%+4.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,259 | $5,222-18.4% | $4,232+0.6% | $4,740-10.1% |
| Participant deferral / active EE | $10,958 | $6,469+69.4% | $5,602+95.6% | $6,400+71.2% |
| Admin fee / account holder | $5,398 | $13,584-60.3% | $10,323-47.7% | $11,426-52.8% |