Filed February 29, 2000 (most recent of 5 filings on file)
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 | $279,187 | $77,634+259.6% | $156,549+78.3% | $62,891+343.9% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 9.59% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $9,463 | $3,444+174.8% | $5,501+72.0% | $2,281+314.9% |
| Participant deferral / active EE | $1,845 | $3,045-39.4% | $4,871-62.1% | $3,203-42.4% |
| Admin fee / account holder | $1,455 | $5,561-73.8% | $13,027-88.8% | $4,296-66.1% |