Filed January 5, 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 | $299,980 | $150,187+99.7% | $120,354+149.2% | $145,922+105.6% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 19.27% | 154.07%-134.8pp | 107.15%-87.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $5,021 | $4,348+15.5% | $3,463+45.0% | $4,660+7.8% |
| Participant deferral / active EE | $5,281 | $6,173-14.5% | $4,991+5.8% | $6,688-21.0% |
| Admin fee / account holder | $543 | $12,207-95.6% | $9,423-94.2% | $13,397-95.9% |