Filed May 17, 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 | $327,065 | $81,248+302.5% | $155,509+110.3% | $80,856+304.5% |
| Participation rate | 91.3% | 66.2%+25.1pp | 78.2%+13.1pp | 67.6%+23.7pp |
| Annual return | 13.31% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $8,013 | $3,100+158.5% | $4,672+71.5% | $2,755+190.9% |
| Participant deferral / active EE | $5,258 | $3,452+52.3% | $5,626-6.5% | $4,296+22.4% |
| Admin fee / account holder | $7,914 | $7,997-1.0% | $15,912-50.3% | $6,918+14.4% |