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 | $340,694 | $163,101+108.9% | $136,749+149.1% | $142,382+139.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 10.97% | 27.54%-16.6pp | 24.33%-13.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,012 | $4,117+21.7% | $3,400+47.4% | $4,299+16.6% |
| Participant deferral / active EE | $5,012 | $5,585-10.3% | $4,692+6.8% | $6,507-23.0% |
| Admin fee / account holder | $3,651 | $14,318-74.5% | $11,386-67.9% | $12,624-71.1% |