Filed March 8, 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 | $291,142 | $158,398+83.8% | $126,539+130.1% | $142,382+104.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.31% | 593.76%-577.4pp | 425.95%-409.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,942 | $4,650+49.3% | $3,674+88.9% | $4,299+61.5% |
| Participant deferral / active EE | $17,711 | $4,767+271.6% | $4,083+333.8% | $6,507+172.2% |
| Admin fee / account holder | $202,904 | $6,918+2833.0% | $6,065+3245.7% | $12,624+1507.3% |